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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 | $120,652 | $63,471+90.1% | $68,803+75.4% | $66,949+80.2% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -41.38% | -8.29%-33.1pp | -6.37%-35.0pp | 1.57%-43.0pp |
| Employer contribution / active EE | $9,787 | $1,776+451.1% | $2,656+268.5% | $2,545+284.5% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $578-100.0% | $4,936-100.0% | $594-100.0% |