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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 | $58,494 | $86,949-32.7% | $102,460-42.9% | $80,959-27.7% |
| Participation rate | 98.0% | 72.4%+25.7pp | 76.5%+21.5pp | 67.7%+30.4pp |
| Annual return | -14.35% | 18.89%-33.2pp | 29.47%-43.8pp | 35.67%-50.0pp |
| Employer contribution / active EE | $14,178 | $2,370+498.3% | $3,025+368.7% | $2,757+414.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |