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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 | $61,809 | $51,466+20.1% | $78,778-21.5% | $62,293-0.8% |
| Participation rate | 98.1% | 59.8%+38.3pp | 69.2%+28.9pp | 69.5%+28.6pp |
| Annual return | -4.55% | 19.96%-24.5pp | 35.62%-40.2pp | 28.90%-33.4pp |
| Employer contribution / active EE | $10,175 | $827+1129.9% | $1,986+412.4% | $2,042+398.2% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |