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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 | $131,434 | $91,474+43.7% | $135,982-3.3% | $71,529+83.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | -8.15% | 29.89%-38.0pp | 68.32%-76.5pp | 28.97%-37.1pp |
| Employer contribution / active EE | $3,769 | $3,705+1.7% | $4,859-22.4% | $2,590+45.5% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5 | $1,267-99.6% | $10,767-100.0% | $1,588-99.7% |