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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 | $141,755 | $84,499+67.8% | $125,391+13.1% | $66,949+111.7% |
| Participation rate | 97.4% | 76.4%+20.9pp | 82.4%+15.0pp | 69.8%+27.5pp |
| Annual return | -43.43% | -8.49%-34.9pp | 572.41%-615.8pp | 1.57%-45.0pp |
| Employer contribution / active EE | $37,054 | $3,554+942.7% | $4,816+669.4% | $2,545+1355.7% |
| Participant deferral / active EE | $25,559 | $6,785+276.7% | $7,448+243.2% | $4,239+502.9% |
| Admin fee / account holder | $5 | $685-99.2% | $10,009-99.9% | $594-99.1% |