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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 | $35,219 | $75,183-53.2% | $123,894-71.6% | $55,167-36.2% |
| Participation rate | 93.3% | 72.8%+20.5pp | 81.4%+11.9pp | 69.0%+24.3pp |
| Annual return | -17.45% | 19.01%-36.5pp | 47.52%-65.0pp | 169.23%-186.7pp |
| Employer contribution / active EE | $10,365 | $2,823+267.1% | $4,617+124.5% | $1,963+428.1% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |