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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 | $61,219 | $81,321-24.7% | $68,509-10.6% | $59,188+3.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 74.7%+25.3pp | 69.4%+30.6pp |
| Annual return | -20.43% | 4.65%-25.1pp | 8.27%-28.7pp | 5.51%-25.9pp |
| Employer contribution / active EE | $7,934 | $3,297+140.7% | $2,278+248.3% | $2,098+278.2% |
| Participant deferral / active EE | $0 | $4,592-100.0% | $3,382-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $5,275-100.0% | $92-100.0% |