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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 | $105,699 | $81,719+29.3% | $101,275+4.4% | $90,274+17.1% |
| Participation rate | 97.5% | 80.7%+16.8pp | 75.8%+21.7pp | 73.4%+24.2pp |
| Annual return | -3.03% | 337.64%-340.7pp | 46.46%-49.5pp | 53.97%-57.0pp |
| Employer contribution / active EE | $6,222 | $3,622+71.8% | $3,660+70.0% | $2,523+146.6% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $5,948-100.0% | $114-100.0% |