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 | $88,347 | $74,347+18.8% | $93,621-5.6% | $67,584+30.7% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | -2.25% | 28.07%-30.3pp | 32.76%-35.0pp | 378.59%-380.8pp |
| Employer contribution / active EE | $12,150 | $2,583+370.4% | $2,719+346.9% | $2,148+465.7% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,890-100.0% | $142-100.0% |