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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 | $104,587 | $42,772+144.5% | $87,502+19.5% | $55,167+89.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.8%+26.2pp | 69.0%+31.0pp |
| Annual return | -7.01% | 21.20%-28.2pp | 12.21%-19.2pp | 169.23%-176.2pp |
| Employer contribution / active EE | $8,186 | $1,277+541.1% | $2,550+221.0% | $1,963+317.1% |
| Participant deferral / active EE | $0 | $2,342-100.0% | $3,149-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $4,221-100.0% | $504-100.0% |