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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 | $97,325 | $77,908+24.9% | $149,696-35.0% | $75,173+29.5% |
| Participation rate | 93.7% | 65.6%+28.1pp | 78.8%+14.9pp | 67.2%+26.5pp |
| Annual return | -7.43% | 31.73%-39.2pp | 134.46%-141.9pp | 160.72%-168.1pp |
| Employer contribution / active EE | $10,526 | $3,138+235.5% | $4,821+118.4% | $2,671+294.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |