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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 | $72,278 | $88,087-17.9% | $164,866-56.2% | $74,546-3.0% |
| Participation rate | 91.8% | 73.1%+18.8pp | 78.6%+13.2pp | 67.2%+24.6pp |
| Annual return | -8.77% | 17.27%-26.0pp | 69.97%-78.7pp | 1366.03%-1374.8pp |
| Employer contribution / active EE | $4,403 | $2,595+69.6% | $4,343+1.4% | $2,624+67.8% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $67 | $2,232-97.0% | $12,689-99.5% | $1,944-96.6% |