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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 | $246,553 | $73,638+234.8% | $95,964+156.9% | $73,497+235.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | -2.67% | 16.78%-19.5pp | 91.64%-94.3pp | 28.51%-31.2pp |
| Employer contribution / active EE | $920 | $1,863-50.6% | $2,541-63.8% | $2,270-59.5% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |