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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 | $55,162 | $50,464+9.3% | $75,784-27.2% | $52,331+5.4% |
| Participation rate | 98.5% | 66.8%+31.8pp | 75.8%+22.7pp | 68.1%+30.4pp |
| Annual return | -26.94% | 1.03%-28.0pp | 9.68%-36.6pp | 4.54%-31.5pp |
| Employer contribution / active EE | $6,077 | $1,988+205.6% | $3,323+82.8% | $1,882+222.9% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $12 | $1,103-98.9% | $5,300-99.8% | $592-97.9% |