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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 | $88,233 | $79,223+11.4% | $102,460-13.9% | $74,478+18.5% |
| Participation rate | 84.8% | 74.8%+10.0pp | 76.5%+8.2pp | 67.2%+17.5pp |
| Annual return | -1.35% | 54.98%-56.3pp | 29.47%-30.8pp | 1370.56%-1371.9pp |
| Employer contribution / active EE | $6,235 | $2,363+163.8% | $3,025+106.1% | $2,626+137.4% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |