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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 | $69,255-9.4% | $105,582-40.6% | $69,255-9.4% |
| Participation rate | 74.1% | 69.0%+5.1pp | 71.8%+2.4pp | 69.0%+5.1pp |
| Annual return | -8.21% | 26.73%-34.9pp | 18.61%-26.8pp | 26.73%-34.9pp |
| Employer contribution / active EE | $5,135 | $2,645+94.1% | $2,984+72.1% | $2,645+94.1% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $4,353-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $733-100.0% | $12,856-100.0% | $733-100.0% |