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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 | $89,435-16.7% | $164,975-54.9% | $77,714-4.2% |
| Participation rate | 98.9% | 78.6%+20.3pp | 78.6%+20.3pp | 70.6%+28.3pp |
| Annual return | -11.63% | 28.82%-40.4pp | 70.12%-81.8pp | 31.26%-42.9pp |
| Employer contribution / active EE | $8,945 | $2,563+249.0% | $4,343+106.0% | $2,727+228.0% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |