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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 | $76,350 | $77,677-1.7% | $109,173-30.1% | $79,391-3.8% |
| Participation rate | 97.0% | 67.8%+29.2pp | 75.9%+21.1pp | 70.7%+26.3pp |
| Annual return | -11.56% | 23.44%-35.0pp | 25.75%-37.3pp | 116.88%-128.4pp |
| Employer contribution / active EE | $9,390 | $2,798+235.6% | $3,723+152.2% | $2,428+286.8% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |