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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 | $55,912 | $100,801-44.5% | $149,745-62.7% | $73,412-23.8% |
| Participation rate | 91.9% | 77.7%+14.3pp | 82.5%+9.5pp | 72.2%+19.8pp |
| Annual return | -0.37% | 265.34%-265.7pp | 276.72%-277.1pp | 59.30%-59.7pp |
| Employer contribution / active EE | $4,535 | $3,312+37.0% | $4,646-2.4% | $2,234+103.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |