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 | $83,480 | $37,026+125.5% | $78,775+6.0% | $177,276-52.9% |
| Participation rate | 100.0% | 54.2%+45.8pp | 69.2%+30.8pp | 74.8%+25.2pp |
| Annual return | -0.75% | 16.20%-17.0pp | 35.62%-36.4pp | 21.25%-22.0pp |
| Employer contribution / active EE | $3,800 | $730+420.4% | $1,986+91.4% | $2,479+53.3% |
| Participant deferral / active EE | $0 | $1,412-100.0% | $2,958-100.0% | $3,881-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $5,132-100.0% | $154-100.0% |