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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 | $84,863 | $84,685+0.2% | $142,942-40.6% | $67,986+24.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 76.8%+23.2pp | 57.2%+42.8pp |
| Annual return | -4.39% | 35.89%-40.3pp | 113.70%-118.1pp | 31.67%-36.1pp |
| Employer contribution / active EE | $5,350 | $2,263+136.4% | $4,139+29.3% | $2,019+165.0% |
| Participant deferral / active EE | $0 | $3,832-100.0% | $7,128-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,229-100.0% | $12,475-100.0% | $3,203-100.0% |