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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 | $86,713 | $72,770+19.2% | $67,652+28.2% | $55,191+57.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -1.74% | -3.26%+1.5pp | 6625.40%-6627.1pp | 10.78%-12.5pp |
| Employer contribution / active EE | $4,303 | $1,769+143.2% | $2,266+89.9% | $1,899+126.6% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |