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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 | $65,949 | $76,112-13.4% | $96,544-31.7% | $71,529-7.8% |
| Participation rate | 99.2% | 74.4%+24.8pp | 76.0%+23.3pp | 67.9%+31.3pp |
| Annual return | -20.99% | 22.80%-43.8pp | 25.88%-46.9pp | 28.97%-50.0pp |
| Employer contribution / active EE | $3,468 | $2,248+54.3% | $2,966+16.9% | $2,590+33.9% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $15 | $2,708-99.4% | $8,254-99.8% | $1,588-99.1% |