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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 | $74,474 | $89,465-16.8% | $165,100-54.9% | $77,762-4.2% |
| Participation rate | 98.9% | 78.6%+20.2pp | 78.6%+20.3pp | 70.6%+28.3pp |
| Annual return | -11.63% | 28.86%-40.5pp | 70.21%-81.8pp | 31.27%-42.9pp |
| Employer contribution / active EE | $8,945 | $2,565+248.8% | $4,348+105.7% | $2,728+227.9% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |