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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 | $36,560 | $73,102-50.0% | $123,553-70.4% | $56,289-35.0% |
| Participation rate | 93.0% | 74.3%+18.7pp | 82.3%+10.7pp | 69.9%+23.1pp |
| Annual return | -19.60% | 3.01%-22.6pp | 119.21%-138.8pp | -9.96%-9.6pp |
| Employer contribution / active EE | $12,342 | $2,977+314.6% | $4,628+166.7% | $2,111+484.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $554-99.7% | $9,284-100.0% | $521-99.7% |