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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 | $229,073 | $98,776+131.9% | $149,745+53.0% | $79,856+186.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -5.05% | 27.38%-32.4pp | 276.72%-281.8pp | 31.71%-36.8pp |
| Employer contribution / active EE | $5,256 | $3,217+63.4% | $4,646+13.1% | $2,471+112.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |