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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 | $55,676 | $45,119+23.4% | $85,126-34.6% | $74,429-25.2% |
| Participation rate | 77.7% | 49.4%+28.4pp | 67.5%+10.2pp | 67.2%+10.5pp |
| Annual return | -9.03% | 26.28%-35.3pp | 66.63%-75.7pp | 1368.38%-1377.4pp |
| Employer contribution / active EE | $3,265 | $1,460+123.6% | $2,731+19.5% | $2,625+24.4% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |