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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 | $67,659 | $73,988-8.6% | $96,538-29.9% | $75,177-10.0% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | -8.68% | 26.73%-35.4pp | 35.74%-44.4pp | 160.75%-169.4pp |
| Employer contribution / active EE | $16,438 | $2,930+460.9% | $3,740+339.5% | $2,671+515.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |