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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 | $57,112 | $50,498+13.1% | $75,784-24.6% | $55,191+3.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -14.78% | 1.80%-16.6pp | 9.68%-24.5pp | 10.78%-25.6pp |
| Employer contribution / active EE | $5,483 | $2,291+139.3% | $3,323+65.0% | $1,899+188.8% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |