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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 | $150,599 | $55,449+171.6% | $83,831+79.6% | $56,289+167.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -9.09% | -1.38%-7.7pp | 850.99%-860.1pp | -9.96%+0.9pp |
| Employer contribution / active EE | $6,391 | $2,430+163.0% | $3,631+76.0% | $2,111+202.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |