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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 | $97,648+74.0% | $121,663+39.6% | $87,485+94.2% |
| Participation rate | 97.8% | 70.5%+27.3pp | 74.5%+23.3pp | 68.9%+28.9pp |
| Annual return | -6.54% | 18.03%-24.6pp | 147.54%-154.1pp | 26.06%-32.6pp |
| Employer contribution / active EE | $15,981 | $2,300+594.7% | $3,020+429.2% | $2,596+515.5% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $11,100-100.0% | $14,289-100.0% | $7,775-100.0% |