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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 | $55,400 | $82,133-32.5% | $147,318-62.4% | $64,097-13.6% |
| Participation rate | 95.0% | 62.3%+32.7pp | 82.1%+12.9pp | 55.2%+39.8pp |
| Annual return | -4.57% | 78.78%-83.4pp | 70.43%-75.0pp | 34.64%-39.2pp |
| Employer contribution / active EE | $9,578 | $2,872+233.5% | $4,593+108.5% | $1,891+406.4% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $7,906-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $3,730-100.0% | $13,708-100.0% | $3,454-100.0% |