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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 | $108,347 | $64,176+68.8% | $112,249-3.5% | $66,938+61.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -33.21% | -13.80%-19.4pp | 27.48%-60.7pp | 1.58%-34.8pp |
| Employer contribution / active EE | $35,694 | $3,007+1087.1% | $3,636+881.7% | $2,545+1302.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $4 | $626-99.4% | $6,412-99.9% | $594-99.4% |