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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 | $126,001 | $82,978+51.8% | $130,231-3.2% | $74,440+69.3% |
| Participation rate | 98.9% | 73.7%+25.2pp | 76.3%+22.6pp | 70.7%+28.1pp |
| Annual return | -9.52% | 123.05%-132.6pp | 38.77%-48.3pp | 34.37%-43.9pp |
| Employer contribution / active EE | $2,810 | $3,391-17.2% | $4,126-31.9% | $2,638+6.5% |
| Participant deferral / active EE | $0 | $5,370-100.0% | $6,799-100.0% | $4,529-100.0% |
| Admin fee / account holder | $80 | $354-77.4% | $6,020-98.7% | $348-77.0% |