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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 | $47,456 | $93,598-49.3% | $135,974-65.1% | $75,173-36.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -12.43% | 30.89%-43.3pp | 68.30%-80.7pp | 160.72%-173.1pp |
| Employer contribution / active EE | $8,333 | $3,538+135.5% | $4,859+71.5% | $2,671+212.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |