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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 | $202,031 | $56,171+259.7% | $108,745+85.8% | $55,167+266.2% |
| Participation rate | 100.0% | 70.7%+29.3pp | 77.7%+22.3pp | 69.0%+31.0pp |
| Annual return | -4.22% | 214.86%-219.1pp | 46.22%-50.4pp | 169.23%-173.5pp |
| Employer contribution / active EE | $13,746 | $2,153+538.4% | $3,323+313.6% | $1,963+600.4% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $302-100.0% | $6,144-100.0% | $504-100.0% |