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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 | $62,404 | $62,561-0.3% | $105,218-40.7% | $52,331+19.2% |
| Participation rate | 95.4% | 70.4%+25.0pp | 77.2%+18.2pp | 68.1%+27.3pp |
| Annual return | -13.17% | 8.71%-21.9pp | 5.33%-18.5pp | 4.54%-17.7pp |
| Employer contribution / active EE | $3,242 | $2,137+51.7% | $3,255-0.4% | $1,882+72.3% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,867-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,992-100.0% | $592-100.0% |