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 | $190,978 | $74,347+156.9% | $93,621+104.0% | $67,584+182.6% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | -19.87% | 28.07%-47.9pp | 32.76%-52.6pp | 378.59%-398.5pp |
| Employer contribution / active EE | $2,681 | $2,583+3.8% | $2,719-1.4% | $2,148+24.8% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,890-100.0% | $142-100.0% |