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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 | $74,169 | $72,404+2.4% | $110,243-32.7% | $64,173+15.6% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.6%+28.3pp |
| Annual return | -11.91% | -6.29%-5.6pp | 314.76%-326.7pp | 7.63%-19.5pp |
| Employer contribution / active EE | $8,299 | $2,282+263.7% | $3,827+116.9% | $2,381+248.6% |
| Participant deferral / active EE | $6,738 | $3,469+94.2% | $4,672+44.2% | $3,470+94.2% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |