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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 | $81,799 | $87,733-6.8% | $106,555-23.2% | $85,847-4.7% |
| Participation rate | 82.9% | 71.9%+11.0pp | 76.1%+6.8pp | 69.3%+13.6pp |
| Annual return | -10.28% | 21.86%-32.1pp | 26.80%-37.1pp | 318.61%-328.9pp |
| Employer contribution / active EE | $9,009 | $2,073+334.6% | $2,819+219.5% | $2,565+251.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |