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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 | $87,000 | $84,940+2.4% | $111,306-21.8% | $79,389+9.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | -16.54% | 17.45%-34.0pp | 54.67%-71.2pp | 116.89%-133.4pp |
| Employer contribution / active EE | $2,983 | $1,979+50.7% | $2,732+9.2% | $2,428+22.9% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |