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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 | $78,410 | $46,732+67.8% | $156,551-49.9% | $55,167+42.1% |
| Participation rate | 95.8% | 65.8%+30.0pp | 84.0%+11.8pp | 69.0%+26.8pp |
| Annual return | -0.59% | 17.72%-18.3pp | 32.23%-32.8pp | 169.23%-169.8pp |
| Employer contribution / active EE | $3,875 | $2,105+84.1% | $5,501-29.6% | $1,963+97.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |