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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 | $190,417 | $77,677+145.1% | $109,188+74.4% | $79,389+139.9% |
| Participation rate | 95.6% | 67.8%+27.8pp | 75.9%+19.7pp | 70.7%+24.9pp |
| Annual return | -9.09% | 23.44%-32.5pp | 25.76%-34.8pp | 116.89%-126.0pp |
| Employer contribution / active EE | $24,065 | $2,798+760.0% | $3,723+546.4% | $2,428+891.2% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |