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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 | $145,462 | $107,378+35.5% | $108,582+34.0% | $57,658+152.3% |
| Participation rate | 99.7% | 77.1%+22.6pp | 79.6%+20.1pp | 70.2%+29.5pp |
| Annual return | -8.07% | 12.80%-20.9pp | -51.70%+43.6pp | 5.13%-13.2pp |
| Employer contribution / active EE | $8,191 | $1,782+359.8% | $3,758+118.0% | $1,974+315.0% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |