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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 | $83,629 | $91,439-8.5% | $135,974-38.5% | $71,511+16.9% |
| Participation rate | 99.5% | 75.7%+23.8pp | 81.9%+17.6pp | 67.9%+31.5pp |
| Annual return | -12.44% | 29.90%-42.3pp | 68.30%-80.7pp | 28.86%-41.3pp |
| Employer contribution / active EE | $2,461 | $3,705-33.6% | $4,859-49.3% | $2,589-4.9% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $6 | $1,267-99.5% | $10,767-99.9% | $1,588-99.6% |