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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 | $82,440 | $55,902+47.5% | $76,030+8.4% | $80,959+1.8% |
| Participation rate | 93.9% | 62.1%+31.9pp | 69.1%+24.9pp | 67.7%+26.3pp |
| Annual return | -9.87% | 20.59%-30.5pp | 361.54%-371.4pp | 35.67%-45.5pp |
| Employer contribution / active EE | $7,650 | $1,867+309.8% | $2,688+184.6% | $2,757+177.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $20 | $5,239-99.6% | $6,421-99.7% | $6,925-99.7% |