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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 | $66,650 | $111,608-40.3% | $177,848-62.5% | $73,412-9.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | -5.11% | 18.23%-23.3pp | 48.33%-53.4pp | 59.30%-64.4pp |
| Employer contribution / active EE | $4,202 | $3,796+10.7% | $5,919-29.0% | $2,234+88.1% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,431-100.0% | $158-100.0% |