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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 | $124,675 | $63,924+95.0% | $108,582+14.8% | $55,167+126.0% |
| Participation rate | 96.8% | 74.3%+22.5pp | 79.6%+17.3pp | 69.0%+27.8pp |
| Annual return | -5.76% | 15.31%-21.1pp | -51.70%+45.9pp | 169.23%-175.0pp |
| Employer contribution / active EE | $17,758 | $1,879+845.0% | $3,758+372.5% | $1,963+804.8% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |