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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 | $80,572 | $54,245+48.5% | $93,727-14.0% | $77,762+3.6% |
| Participation rate | 96.3% | 63.9%+32.4pp | 68.7%+27.6pp | 70.6%+25.7pp |
| Annual return | -12.93% | 30.58%-43.5pp | 133.83%-146.8pp | 31.27%-44.2pp |
| Employer contribution / active EE | $2,995 | $1,168+156.5% | $2,421+23.7% | $2,728+9.8% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |