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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,696 | $69,383+27.8% | $101,271-12.4% | $73,493+20.7% |
| Participation rate | 98.7% | 68.4%+30.3pp | 75.8%+22.9pp | 70.7%+28.0pp |
| Annual return | -35.15% | 18.46%-53.6pp | 46.48%-81.6pp | 28.51%-63.7pp |
| Employer contribution / active EE | $15,948 | $2,628+506.8% | $3,660+335.7% | $2,270+602.5% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |