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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 | $29,170 | $98,776-70.5% | $149,745-80.5% | $79,856-63.5% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | -14.60% | 27.38%-42.0pp | 276.72%-291.3pp | 31.71%-46.3pp |
| Employer contribution / active EE | $9,550 | $3,217+196.8% | $4,646+105.6% | $2,471+286.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |