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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 | $73,143 | $91,474-20.0% | $135,982-46.2% | $71,529+2.3% |
| Participation rate | 96.2% | 75.7%+20.5pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | -22.97% | 29.89%-52.9pp | 68.32%-91.3pp | 28.97%-51.9pp |
| Employer contribution / active EE | $7,751 | $3,705+109.2% | $4,859+59.5% | $2,590+199.3% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |