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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 | $75,420 | $30,599+146.5% | $74,577+1.1% | $57,658+30.8% |
| Participation rate | 100.0% | 49.1%+50.9pp | 68.1%+31.9pp | 70.2%+29.8pp |
| Annual return | -8.02% | 14.24%-22.3pp | 20.47%-28.5pp | 5.13%-13.2pp |
| Employer contribution / active EE | $6,931 | $1,000+593.3% | $2,525+174.5% | $1,974+251.2% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |