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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 | $62,645 | $71,873-12.8% | $86,698-27.7% | $68,490-8.5% |
| Participation rate | 97.8% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -28.84% | 3.54%-32.4pp | 35.96%-64.8pp | -7.85%-21.0pp |
| Employer contribution / active EE | $11,154 | $2,173+413.2% | $2,837+293.2% | $2,597+329.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |