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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 | $82,036 | $59,535+37.8% | $90,161-9.0% | $62,293+31.7% |
| Participation rate | 99.2% | 73.0%+26.2pp | 76.9%+22.3pp | 69.5%+29.7pp |
| Annual return | -2.79% | 23.53%-26.3pp | 34.89%-37.7pp | 28.90%-31.7pp |
| Employer contribution / active EE | $24,000 | $1,826+1214.6% | $3,318+623.3% | $2,042+1075.2% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |