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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 | $81,193 | $80,984+0.3% | $96,569-15.9% | $75,173+8.0% |
| Participation rate | 96.2% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.0pp |
| Annual return | -5.47% | 27.05%-32.5pp | 25.87%-31.3pp | 160.65%-166.1pp |
| Employer contribution / active EE | $15,763 | $2,282+590.7% | $2,965+431.6% | $2,670+490.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $6,720-100.0% | $8,251-100.0% | $5,651-100.0% |