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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 | $97,240 | $40,174+142.0% | $84,023+15.7% | $67,582+43.9% |
| Participation rate | 99.3% | 62.7%+36.6pp | 69.0%+30.3pp | 71.3%+28.0pp |
| Annual return | -1.54% | 25.82%-27.4pp | 71.32%-72.9pp | 378.57%-380.1pp |
| Employer contribution / active EE | $10,467 | $808+1196.1% | $1,984+427.6% | $2,148+387.3% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,102-100.0% | $142-100.0% |