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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 | $51,588 | $93,131-44.6% | $106,555-51.6% | $86,821-40.6% |
| Participation rate | 98.4% | 81.4%+16.9pp | 76.1%+22.2pp | 72.3%+26.1pp |
| Annual return | -6.34% | 19.45%-25.8pp | 26.80%-33.1pp | 97.94%-104.3pp |
| Employer contribution / active EE | $8,545 | $2,895+195.1% | $2,819+203.1% | $2,406+255.1% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,399-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |