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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 | $132,485 | $57,073+132.1% | $85,126+55.6% | $80,925+63.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | -4.85% | 21.69%-26.5pp | 66.63%-71.5pp | 35.65%-40.5pp |
| Employer contribution / active EE | $18,855 | $1,801+947.1% | $2,731+590.3% | $2,756+584.1% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |