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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 | $72,846 | $85,515-14.8% | $112,040-35.0% | $67,986+7.1% |
| Participation rate | 98.1% | 68.2%+29.9pp | 76.5%+21.6pp | 57.2%+40.9pp |
| Annual return | -26.41% | 29.68%-56.1pp | 24.52%-50.9pp | 31.67%-58.1pp |
| Employer contribution / active EE | $7,402 | $2,191+237.8% | $2,954+150.6% | $2,019+266.7% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $3 | $3,774-99.9% | $12,098-100.0% | $3,203-99.9% |