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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 | $76,986 | $80,781-4.7% | $102,437-24.8% | $74,478+3.4% |
| Participation rate | 92.5% | 65.7%+26.8pp | 74.5%+17.9pp | 67.2%+25.2pp |
| Annual return | -12.40% | 27.58%-40.0pp | 24.95%-37.3pp | 1370.56%-1383.0pp |
| Employer contribution / active EE | $2,520 | $3,160-20.2% | $3,871-34.9% | $2,626-4.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |