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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 | $36,176 | $77,638-53.4% | $156,551-76.9% | $62,881-42.5% |
| Participation rate | 90.8% | 71.2%+19.6pp | 84.0%+6.8pp | 69.3%+21.5pp |
| Annual return | -2.41% | 50.33%-52.7pp | 32.23%-34.6pp | 20.14%-22.6pp |
| Employer contribution / active EE | $13,526 | $3,444+292.8% | $5,501+145.9% | $2,281+493.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |