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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 | $65,945 | $78,423-15.9% | $95,964-31.3% | $79,856-17.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -11.01% | 19.37%-30.4pp | 91.64%-102.7pp | 31.71%-42.7pp |
| Employer contribution / active EE | $3,788 | $1,945+94.7% | $2,541+49.0% | $2,471+53.3% |
| 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% |