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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 | $121,345 | $77,670+56.2% | $109,163+11.2% | $79,393+52.8% |
| Participation rate | 99.1% | 67.8%+31.3pp | 75.9%+23.2pp | 70.7%+28.4pp |
| Annual return | -8.86% | 23.44%-32.3pp | 25.75%-34.6pp | 116.87%-125.7pp |
| Employer contribution / active EE | $33,714 | $2,798+1104.8% | $3,723+805.7% | $2,428+1288.7% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,754-100.0% | $627-100.0% |