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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 | $75,931 | $89,248-14.9% | $136,007-44.2% | $74,546+1.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -1.05% | 22.76%-23.8pp | 579.32%-580.4pp | 1366.03%-1367.1pp |
| Employer contribution / active EE | $16,776 | $2,838+491.2% | $4,215+298.0% | $2,624+539.2% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,024-100.0% | $4,347-100.0% |
| Admin fee / account holder | $12 | $1,545-99.2% | $6,858-99.8% | $1,944-99.4% |