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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 | $90,429 | $65,437+38.2% | $86,698+4.3% | $66,949+35.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -19.40% | -10.91%-8.5pp | 35.96%-55.4pp | 1.57%-21.0pp |
| Employer contribution / active EE | $6,996 | $2,154+224.9% | $2,837+146.6% | $2,545+174.9% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |