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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 | $142,896 | $52,279+173.3% | $89,414+59.8% | $79,852+79.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -1.55% | 22.16%-23.7pp | 245.50%-247.1pp | 31.72%-33.3pp |
| Employer contribution / active EE | $16,211 | $1,572+931.5% | $2,586+526.8% | $2,471+556.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $3,356-100.0% | $4,883-100.0% | $5,306-100.0% |