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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 | $118,426 | $83,090+42.5% | $130,062-8.9% | $71,529+65.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | -2.52% | 20.61%-23.1pp | -137.37%+134.8pp | 28.97%-31.5pp |
| Employer contribution / active EE | $9,069 | $2,624+245.7% | $4,322+109.8% | $2,590+250.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |