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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 | $136,981 | $54,245+152.5% | $93,727+46.2% | $77,762+76.2% |
| Participation rate | 99.4% | 63.9%+35.5pp | 68.7%+30.7pp | 70.6%+28.8pp |
| Annual return | -6.12% | 30.58%-36.7pp | 133.83%-140.0pp | 31.27%-37.4pp |
| Employer contribution / active EE | $4,537 | $1,168+288.5% | $2,421+87.4% | $2,728+66.3% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $2 | $575-99.7% | $8,292-100.0% | $433-99.6% |