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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 | $191,069 | $83,090+130.0% | $130,062+46.9% | $71,529+167.1% |
| Participation rate | 99.4% | 74.1%+25.2pp | 78.5%+20.8pp | 67.9%+31.4pp |
| Annual return | -14.71% | 20.61%-35.3pp | -137.37%+122.7pp | 28.97%-43.7pp |
| Employer contribution / active EE | $14,109 | $2,624+437.8% | $4,322+226.4% | $2,590+444.8% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $14 | $1,727-99.2% | $10,601-99.9% | $1,588-99.1% |