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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 | $62,326 | $46,297+34.6% | $71,671-13.0% | $62,293+0.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | -8.10% | 22.32%-30.4pp | 20.65%-28.7pp | 28.90%-37.0pp |
| Employer contribution / active EE | $9,108 | $1,412+545.1% | $2,460+270.3% | $2,042+346.0% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |