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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 | $101,320 | $42,396+139.0% | $67,313+50.5% | $56,289+80.0% |
| Participation rate | 73.1% | 61.0%+12.1pp | 69.1%+4.0pp | 69.9%+3.2pp |
| Annual return | -13.13% | -36.63%+23.5pp | -4.08%-9.1pp | -9.96%-3.2pp |
| Employer contribution / active EE | $1,090 | $1,414-22.9% | $2,566-57.5% | $2,111-48.4% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |