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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 | $63,686 | $99,957-36.3% | $149,745-57.5% | $73,497-13.3% |
| Participation rate | 97.8% | 75.7%+22.1pp | 82.5%+15.3pp | 70.7%+27.1pp |
| Annual return | -1.32% | 53.87%-55.2pp | 276.72%-278.0pp | 28.51%-29.8pp |
| Employer contribution / active EE | $3,650 | $3,191+14.4% | $4,646-21.4% | $2,270+60.8% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |