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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 | $62,737 | $51,092+22.8% | $76,735-18.2% | $79,634-21.2% |
| Participation rate | 74.1% | 50.2%+23.9pp | 69.5%+4.6pp | 62.5%+11.6pp |
| Annual return | -8.21% | 18.04%-26.3pp | 29.77%-38.0pp | 36.46%-44.7pp |
| Employer contribution / active EE | $5,135 | $1,519+238.2% | $2,454+109.2% | $2,529+103.0% |
| Participant deferral / active EE | $0 | $2,529-100.0% | $4,088-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,865-100.0% | $7,189-100.0% | $1,002-100.0% |