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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 | $82,308 | $85,515-3.8% | $112,040-26.5% | $67,986+21.1% |
| Participation rate | 99.0% | 68.2%+30.8pp | 76.5%+22.5pp | 57.2%+41.8pp |
| Annual return | -13.93% | 29.68%-43.6pp | 24.52%-38.5pp | 31.67%-45.6pp |
| Employer contribution / active EE | $6,886 | $2,191+214.3% | $2,954+133.1% | $2,019+241.1% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |