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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 | $235,171 | $102,382+129.7% | $147,005+60.0% | $80,874+190.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -2.21% | 134.89%-137.1pp | 418.76%-421.0pp | 35.62%-37.8pp |
| Employer contribution / active EE | $4,380 | $3,715+17.9% | $4,934-11.2% | $2,756+59.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |