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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 | $199,446 | $65,367+205.1% | $92,915+114.7% | $72,976+173.3% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.0%+18.4pp | 69.5%+24.9pp |
| Annual return | -30.34% | 42.11%-72.4pp | 109.45%-139.8pp | 81.02%-111.4pp |
| Employer contribution / active EE | $52,116 | $2,594+1909.3% | $3,653+1326.5% | $2,440+2035.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |