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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 | $68,142 | $54,320+25.4% | $67,652+0.7% | $52,331+30.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -5.56% | 6.81%-12.4pp | 6625.40%-6631.0pp | 4.54%-10.1pp |
| Employer contribution / active EE | $8,377 | $1,544+442.6% | $2,266+269.7% | $1,882+345.2% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |