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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 | $150,125 | $62,561+140.0% | $105,218+42.7% | $52,331+186.9% |
| Participation rate | 99.1% | 70.4%+28.7pp | 77.2%+21.8pp | 68.1%+31.0pp |
| Annual return | -15.53% | 8.71%-24.2pp | 5.33%-20.9pp | 4.54%-20.1pp |
| Employer contribution / active EE | $10,452 | $2,137+389.0% | $3,255+221.1% | $1,882+455.5% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,867-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,992-100.0% | $592-100.0% |