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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 | $37,505 | $69,511-46.0% | $94,672-60.4% | $71,529-47.6% |
| Participation rate | 91.3% | 78.4%+12.9pp | 80.8%+10.5pp | 67.9%+23.4pp |
| Annual return | -9.96% | 29.67%-39.6pp | 156.89%-166.8pp | 28.97%-38.9pp |
| Employer contribution / active EE | $6,139 | $2,853+115.2% | $3,673+67.1% | $2,590+137.1% |
| Participant deferral / active EE | $0 | $7,348-100.0% | $7,417-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,211-100.0% | $7,222-100.0% | $1,588-100.0% |