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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 | $92,744 | $65,118+42.4% | $76,767+20.8% | $55,725+66.4% |
| Participation rate | 98.5% | 79.6%+18.9pp | 77.0%+21.6pp | 70.9%+27.7pp |
| Annual return | -9.12% | -1.27%-7.9pp | 2.43%-11.6pp | 244.93%-254.1pp |
| Employer contribution / active EE | $3,805 | $1,941+96.0% | $2,485+53.1% | $2,078+83.1% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |