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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 | $49,641 | $98,776-49.7% | $149,745-66.8% | $79,856-37.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.5pp | 69.6%+29.3pp |
| Annual return | -17.84% | 27.38%-45.2pp | 276.72%-294.6pp | 31.71%-49.6pp |
| Employer contribution / active EE | $8,468 | $3,217+163.2% | $4,646+82.3% | $2,471+242.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |