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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 | $192,019 | $83,090+131.1% | $130,062+47.6% | $71,529+168.5% |
| Participation rate | 99.3% | 74.1%+25.2pp | 78.5%+20.8pp | 67.9%+31.4pp |
| Annual return | -8.28% | 20.61%-28.9pp | -137.37%+129.1pp | 28.97%-37.3pp |
| Employer contribution / active EE | $26,430 | $2,624+907.4% | $4,322+511.5% | $2,590+920.5% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |