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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 | $244,971 | $64,176+281.7% | $112,263+118.2% | $66,949+265.9% |
| Participation rate | 80.7% | 68.4%+12.3pp | 75.1%+5.7pp | 69.8%+10.9pp |
| Annual return | -20.08% | -13.80%-6.3pp | 27.49%-47.6pp | 1.57%-21.7pp |
| Employer contribution / active EE | $7,495 | $3,007+149.3% | $3,636+106.1% | $2,545+194.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |