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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 | $60,954 | $86,298-29.4% | $111,308-45.2% | $85,847-29.0% |
| Participation rate | 98.8% | 73.3%+25.4pp | 77.3%+21.4pp | 69.3%+29.4pp |
| Annual return | -5.27% | 19.99%-25.3pp | 54.67%-59.9pp | 318.61%-323.9pp |
| Employer contribution / active EE | $4,683 | $2,044+129.1% | $2,732+71.4% | $2,565+82.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |