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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 | $30,442 | $98,776-69.2% | $149,745-79.7% | $79,856-61.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -6.51% | 27.38%-33.9pp | 276.72%-283.2pp | 31.71%-38.2pp |
| Employer contribution / active EE | $5,294 | $3,217+64.6% | $4,646+14.0% | $2,471+114.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $17 | $6,053-99.7% | $9,312-99.8% | $5,306-99.7% |