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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 | $44,693 | $52,884-15.5% | $84,753-47.3% | $55,167-19.0% |
| Participation rate | 83.7% | 67.5%+16.1pp | 76.6%+7.1pp | 69.0%+14.7pp |
| Annual return | -7.64% | 18.03%-25.7pp | 22.78%-30.4pp | 169.23%-176.9pp |
| Employer contribution / active EE | $10,290 | $2,233+360.7% | $3,574+187.9% | $1,963+424.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |