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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 | $176,421 | $91,406+93.0% | $130,062+35.6% | $74,473+136.9% |
| Participation rate | 99.6% | 77.8%+21.8pp | 78.5%+21.1pp | 70.7%+28.9pp |
| Annual return | -6.07% | 23.21%-29.3pp | -137.37%+131.3pp | 34.36%-40.4pp |
| Employer contribution / active EE | $6,189 | $2,565+141.3% | $4,322+43.2% | $2,638+134.6% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,601-100.0% | $347-100.0% |