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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 | $37,422+67.6% | $92,985-32.5% | $64,728-3.1% |
| Participation rate | 74.1% | 40.1%+34.0pp | 69.5%+4.6pp | 57.9%+16.2pp |
| Annual return | -8.21% | 20.66%-28.9pp | 27.99%-36.2pp | 49.38%-57.6pp |
| Employer contribution / active EE | $5,135 | $1,156+344.1% | $2,662+92.9% | $2,243+129.0% |
| Participant deferral / active EE | $0 | $1,740-100.0% | $4,377-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $2,190-100.0% | $9,463-100.0% | $1,145-100.0% |