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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 | $106,066 | $72,492+46.3% | $87,104+21.8% | $72,975+45.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -7.07% | 24.46%-31.5pp | 28.19%-35.3pp | 81.01%-88.1pp |
| Employer contribution / active EE | $12,334 | $1,894+551.2% | $2,521+389.2% | $2,440+405.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |