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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 | $76,228 | $101,672-25.0% | $147,117-48.2% | $74,478+2.3% |
| Participation rate | 87.7% | 75.5%+12.1pp | 82.2%+5.5pp | 67.2%+20.4pp |
| Annual return | -7.40% | 8757.83%-8765.2pp | 420.54%-427.9pp | 1370.56%-1378.0pp |
| Employer contribution / active EE | $2,963 | $3,813-22.3% | $4,932-39.9% | $2,626+12.8% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |