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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 | $101,380 | $63,346+60.0% | $92,240+9.9% | $70,126+44.6% |
| Participation rate | 98.3% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.8pp |
| Annual return | -14.55% | 530.19%-544.7pp | 176.29%-190.8pp | 73.15%-87.7pp |
| Employer contribution / active EE | $15,098 | $2,471+511.0% | $3,680+310.3% | $2,343+544.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $44 | $3,841-98.9% | $5,194-99.2% | $4,645-99.1% |