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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 | $106,008 | $52,467+102.0% | $57,196+85.3% | $55,167+92.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | -7.60% | 7.72%-15.3pp | 14.59%-22.2pp | 169.23%-176.8pp |
| Employer contribution / active EE | $14,182 | $2,477+472.5% | $2,683+428.6% | $1,963+622.6% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |