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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 | $111,297 | $59,191+88.0% | $76,767+45.0% | $56,289+97.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -18.62% | 6.62%-25.2pp | 2.43%-21.1pp | -9.96%-8.7pp |
| Employer contribution / active EE | $6,821 | $1,759+287.8% | $2,485+174.5% | $2,111+223.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |