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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 | $90,288 | $78,423+15.1% | $95,964-5.9% | $79,856+13.1% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.6pp | 69.6%+28.0pp |
| Annual return | -11.61% | 19.37%-31.0pp | 91.64%-103.3pp | 31.71%-43.3pp |
| Employer contribution / active EE | $9,295 | $1,945+377.8% | $2,541+265.7% | $2,471+276.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |