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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 | $139,510 | $99,957+39.6% | $149,745-6.8% | $73,497+89.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | -2.66% | 53.87%-56.5pp | 276.72%-279.4pp | 28.51%-31.2pp |
| Employer contribution / active EE | $2,930 | $3,191-8.2% | $4,646-36.9% | $2,270+29.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |