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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 | $99,479 | $47,977+107.3% | $154,108-35.4% | $56,289+76.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -7.80% | 3.54%-11.3pp | 735.21%-743.0pp | -9.96%+2.2pp |
| Employer contribution / active EE | $5,304 | $2,169+144.6% | $5,298+0.1% | $2,111+151.2% |
| Participant deferral / active EE | $2,216 | $2,392-7.4% | $5,081-56.4% | $3,350-33.9% |
| Admin fee / account holder | $8 | $438-98.1% | $13,411-99.9% | $521-98.4% |