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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 | $93,013 | $51,096+82.0% | $100,712-7.6% | $71,012+31.0% |
| Participation rate | 99.8% | 47.0%+52.8pp | 69.3%+30.5pp | 58.6%+41.2pp |
| Annual return | -15.13% | 16.42%-31.5pp | 33.27%-48.4pp | 37.67%-52.8pp |
| Employer contribution / active EE | $5,214 | $1,127+362.8% | $2,313+125.4% | $2,348+122.1% |
| Participant deferral / active EE | $0 | $1,937-100.0% | $4,085-100.0% | $3,246-100.0% |
| Admin fee / account holder | $8 | $2,179-99.6% | $9,256-99.9% | $1,167-99.3% |