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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 | $154,762 | $72,303+114.0% | $86,698+78.5% | $64,824+138.7% |
| Participation rate | 96.1% | 80.4%+15.7pp | 76.6%+19.5pp | 71.5%+24.6pp |
| Annual return | -23.86% | 392.77%-416.6pp | 35.96%-59.8pp | 32.84%-56.7pp |
| Employer contribution / active EE | $8,815 | $2,393+268.4% | $2,837+210.7% | $2,507+251.6% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |