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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 | $57,057+132.2% | $85,009+55.8% | $80,874+63.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | -4.85% | 21.66%-26.5pp | 66.47%-71.3pp | 35.62%-40.5pp |
| Employer contribution / active EE | $18,855 | $1,799+948.2% | $2,728+591.1% | $2,756+584.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |