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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 | $143,182 | $66,302+116.0% | $110,243+29.9% | $56,289+154.4% |
| Participation rate | 97.4% | 74.9%+22.5pp | 79.8%+17.6pp | 69.9%+27.6pp |
| Annual return | -27.47% | -1.18%-26.3pp | 314.76%-342.2pp | -9.96%-17.5pp |
| Employer contribution / active EE | $18,868 | $2,047+821.7% | $3,827+393.1% | $2,111+793.8% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |