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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 | $104,527 | $51,244+104.0% | $80,977+29.1% | $55,167+89.5% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.8%+21.3pp | 69.0%+28.1pp |
| Annual return | -16.45% | 17.39%-33.8pp | 17.11%-33.6pp | 169.23%-185.7pp |
| Employer contribution / active EE | $25,292 | $1,770+1328.8% | $3,715+580.9% | $1,963+1188.7% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |