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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 | $101,247 | $136,266-25.7% | $90,760+11.6% | $77,906+30.0% |
| Participation rate | 98.6% | 86.6%+11.9pp | 75.7%+22.9pp | 73.7%+24.9pp |
| Annual return | -18.04% | -11.32%-6.7pp | -12.16%-5.9pp | 12.16%-30.2pp |
| Employer contribution / active EE | $4,744 | $4,215+12.5% | $2,922+62.4% | $2,846+66.7% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,565-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $399-100.0% | $8,444-100.0% | $133-100.0% |