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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 | $169,863 | $94,031+80.6% | $115,768+46.7% | $82,448+106.0% |
| Participation rate | 97.8% | 70.4%+27.4pp | 74.4%+23.4pp | 68.1%+29.7pp |
| Annual return | -6.54% | 20.61%-27.1pp | 100.46%-107.0pp | 41.64%-48.2pp |
| Employer contribution / active EE | $15,981 | $2,323+587.8% | $2,940+443.6% | $2,551+526.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |