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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 | $80,731-4.6% | $103,374-25.5% | $74,546+3.3% |
| Participation rate | 92.5% | 65.7%+26.8pp | 74.5%+17.9pp | 67.2%+25.2pp |
| Annual return | -12.40% | 27.56%-40.0pp | 24.89%-37.3pp | 1366.03%-1378.4pp |
| Employer contribution / active EE | $2,520 | $3,158-20.2% | $3,869-34.9% | $2,624-4.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |