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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 | $84,426 | $81,494+3.6% | $133,978-37.0% | $73,497+14.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -6.00% | 19.40%-25.4pp | 45.10%-51.1pp | 28.51%-34.5pp |
| Employer contribution / active EE | $7,093 | $2,210+221.0% | $3,919+81.0% | $2,270+212.5% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $713-99.9% | $8,930-100.0% | $513-99.8% |