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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 | $138,831 | $77,670+78.7% | $125,529+10.6% | $65,306+112.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 74.7%+25.3pp | 57.7%+42.3pp |
| Annual return | -4.03% | 15.16%-19.2pp | 202.56%-206.6pp | 21.94%-26.0pp |
| Employer contribution / active EE | $15,961 | $2,099+660.3% | $3,058+422.0% | $1,967+711.3% |
| Participant deferral / active EE | $0 | $3,095-100.0% | $4,813-100.0% | $2,959-100.0% |
| Admin fee / account holder | $18 | $3,598-99.5% | $16,298-99.9% | $3,480-99.5% |