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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 | $94,463 | $82,979+13.8% | $102,383-7.7% | $77,714+21.6% |
| Participation rate | 99.1% | 71.5%+27.5pp | 74.5%+24.6pp | 70.6%+28.5pp |
| Annual return | -41.96% | 19.11%-61.1pp | 24.94%-66.9pp | 31.26%-73.2pp |
| Employer contribution / active EE | $37,127 | $3,554+944.8% | $3,870+859.3% | $2,727+1261.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |