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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 | $63,905 | $73,988-13.6% | $96,538-33.8% | $75,177-15.0% |
| Participation rate | 96.9% | 66.4%+30.4pp | 74.3%+22.5pp | 67.2%+29.7pp |
| Annual return | -13.31% | 26.73%-40.0pp | 35.74%-49.1pp | 160.75%-174.1pp |
| Employer contribution / active EE | $34,650 | $2,930+1082.5% | $3,740+826.4% | $2,671+1197.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |