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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 | $67,896 | $49,138+38.2% | $84,023-19.2% | $65,186+4.2% |
| Participation rate | 98.7% | 60.7%+37.9pp | 69.0%+29.7pp | 70.2%+28.5pp |
| Annual return | -6.86% | 23.00%-29.9pp | 71.32%-78.2pp | 29.39%-36.2pp |
| Employer contribution / active EE | $11,684 | $914+1178.7% | $1,984+488.9% | $2,177+436.8% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |