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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 | $85,570 | $104,336-18.0% | $159,474-46.3% | $86,821-1.4% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.8%+14.7pp | 72.3%+25.2pp |
| Annual return | -8.28% | 26.32%-34.6pp | 263.68%-272.0pp | 97.94%-106.2pp |
| Employer contribution / active EE | $7,888 | $3,451+128.6% | $4,831+63.3% | $2,406+227.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |