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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 | $167,910 | $62,324+169.4% | $68,509+145.1% | $55,191+204.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | -42.01% | 4.26%-46.3pp | 8.27%-50.3pp | 10.78%-52.8pp |
| Employer contribution / active EE | $9,944 | $2,223+347.4% | $2,278+336.6% | $1,899+423.7% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |