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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 | $71,760 | $109,620-34.5% | $148,496-51.7% | $94,015-23.7% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | -9.15% | 17.54%-26.7pp | 12.33%-21.5pp | 17.84%-27.0pp |
| Employer contribution / active EE | $12,902 | $2,618+392.8% | $3,497+268.9% | $2,790+362.4% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $10,050-100.0% | $19,547-100.0% | $8,951-100.0% |