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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 | $42,600 | $99,994-57.4% | $146,643-70.9% | $85,847-50.4% |
| Participation rate | 97.9% | 73.1%+24.8pp | 80.1%+17.8pp | 69.3%+28.6pp |
| Annual return | -11.37% | 18.93%-30.3pp | 22.75%-34.1pp | 318.61%-330.0pp |
| Employer contribution / active EE | $6,901 | $2,559+169.7% | $4,137+66.8% | $2,565+169.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3 | $7,703-100.0% | $10,280-100.0% | $6,261-100.0% |