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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 | $102,657 | $98,982+3.7% | $162,185-36.7% | $65,186+57.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | -2.74% | 24.84%-27.6pp | 115.61%-118.3pp | 29.39%-32.1pp |
| Employer contribution / active EE | $5,454 | $3,467+57.3% | $5,613-2.8% | $2,177+150.5% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,844-100.0% | $847-100.0% |