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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 | $119,020 | $72,303+64.6% | $86,698+37.3% | $64,824+83.6% |
| Participation rate | 96.3% | 80.4%+15.9pp | 76.6%+19.8pp | 71.5%+24.9pp |
| Annual return | -20.63% | 392.77%-413.4pp | 35.96%-56.6pp | 32.84%-53.5pp |
| Employer contribution / active EE | $3,020 | $2,393+26.2% | $2,837+6.4% | $2,507+20.4% |
| Participant deferral / active EE | $7,013 | $4,660+50.5% | $4,656+50.6% | $4,311+62.7% |
| Admin fee / account holder | $6 | $174-96.5% | $7,492-99.9% | $188-96.8% |