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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 | $82,706 | $27,800+197.5% | $58,507+41.4% | $71,529+15.6% |
| Participation rate | 89.4% | 34.6%+54.8pp | 50.9%+38.6pp | 67.9%+21.5pp |
| Annual return | -5.93% | 26.80%-32.7pp | 4252.32%-4258.3pp | 28.97%-34.9pp |
| Employer contribution / active EE | $5,019 | $632+694.6% | $1,053+376.5% | $2,590+93.8% |
| Participant deferral / active EE | $0 | $1,208-100.0% | $1,922-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,637-100.0% | $2,486-100.0% | $1,588-100.0% |