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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 | $79,072 | $88,183-10.3% | $107,187-26.2% | $71,012+11.3% |
| Participation rate | 98.2% | 67.5%+30.7pp | 75.0%+23.2pp | 58.6%+39.7pp |
| Annual return | -11.11% | 16.47%-27.6pp | 204.55%-215.7pp | 37.67%-48.8pp |
| Employer contribution / active EE | $13,217 | $3,914+237.7% | $3,782+249.4% | $2,348+462.9% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $9,162-100.0% | $1,167-100.0% |