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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 | $96,064 | $549,947-82.5% | $177,840-46.0% | - |
| Participation rate | 99.0% | 87.8%+11.2pp | 87.7%+11.3pp | - |
| Annual return | -2.90% | 10.27%-13.2pp | 48.32%-51.2pp | - |
| Employer contribution / active EE | $3,606 | $3,110+15.9% | $5,919-39.1% | - |
| Participant deferral / active EE | $0 | $4,796-100.0% | $7,714-100.0% | - |
| Admin fee / account holder | $0 | $57,220-100.0% | $12,431-100.0% | - |