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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 | $115,122 | $72,273+59.3% | $101,275+13.7% | $79,856+44.2% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | -57.68% | 22.30%-80.0pp | 46.48%-104.2pp | 31.71%-89.4pp |
| Employer contribution / active EE | $80,139 | $2,691+2877.8% | $3,660+2089.5% | $2,471+3142.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |