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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 | $69,174 | $65,367+5.8% | $92,915-25.6% | $72,976-5.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -1.41% | 42.11%-43.5pp | 109.45%-110.9pp | 81.02%-82.4pp |
| Employer contribution / active EE | $9,168 | $2,594+253.5% | $3,653+150.9% | $2,440+275.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5 | $4,251-99.9% | $5,796-99.9% | $5,124-99.9% |