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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 | $94,031-23.7% | $115,768-38.0% | $82,448-13.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | -9.15% | 20.61%-29.8pp | 100.46%-109.6pp | 41.64%-50.8pp |
| Employer contribution / active EE | $12,902 | $2,323+455.3% | $2,940+338.9% | $2,551+405.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |