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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 | $188,419 | $82,979+127.1% | $102,412+84.0% | $77,736+142.4% |
| Participation rate | 99.6% | 71.5%+28.1pp | 74.5%+25.1pp | 70.6%+29.0pp |
| Annual return | -23.08% | 19.11%-42.2pp | 24.94%-48.0pp | 31.26%-54.3pp |
| Employer contribution / active EE | $1,054 | $3,554-70.3% | $3,870-72.8% | $2,728-61.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |