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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 | $89,979 | $91,439-1.6% | $135,974-33.8% | $71,511+25.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | -4.55% | 29.90%-34.4pp | 68.30%-72.9pp | 28.86%-33.4pp |
| Employer contribution / active EE | $7,794 | $3,705+110.4% | $4,859+60.4% | $2,589+201.0% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4 | $1,267-99.7% | $10,767-100.0% | $1,588-99.8% |