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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 | $84,961 | $81,208+4.6% | $98,920-14.1% | $79,852+6.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -5.51% | 60.99%-66.5pp | 196.47%-202.0pp | 31.72%-37.2pp |
| Employer contribution / active EE | $10,209 | $1,960+421.0% | $2,689+279.6% | $2,471+313.1% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |