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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 | $188,077 | $59,804+214.5% | $81,982+129.4% | $79,856+135.5% |
| Participation rate | 96.8% | 61.6%+35.1pp | 69.3%+27.5pp | 69.6%+27.1pp |
| Annual return | -19.34% | 17.56%-36.9pp | 41.31%-60.7pp | 31.71%-51.0pp |
| Employer contribution / active EE | $23,408 | $1,713+1266.1% | $2,498+836.9% | $2,471+847.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,288-100.0% | $5,665-100.0% | $5,306-100.0% |