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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 | $69,759 | $74,024-5.8% | $78,002-10.6% | $57,658+21.0% |
| Participation rate | 99.1% | 79.7%+19.3pp | 75.5%+23.5pp | 70.2%+28.8pp |
| Annual return | -13.19% | 12.14%-25.3pp | 425.99%-439.2pp | 5.13%-18.3pp |
| Employer contribution / active EE | $7,195 | $2,365+204.2% | $2,470+191.3% | $1,974+264.6% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |