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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 | $83,149 | $86,298-3.6% | $111,308-25.3% | $85,847-3.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -8.62% | 19.99%-28.6pp | 54.67%-63.3pp | 318.61%-327.2pp |
| Employer contribution / active EE | $14,216 | $2,044+595.6% | $2,732+420.4% | $2,565+454.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |