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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 | $68,523 | $90,745-24.5% | $130,231-47.4% | $75,173-8.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | -1.61% | 34.45%-36.1pp | 38.86%-40.5pp | 160.72%-162.3pp |
| Employer contribution / active EE | $4,169 | $3,314+25.8% | $4,126+1.1% | $2,671+56.1% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,331-100.0% | $6,020-100.0% | $5,651-100.0% |