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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 | $87,055 | $89,588-2.8% | $135,987-36.0% | $77,714+12.0% |
| Participation rate | 99.4% | 74.3%+25.1pp | 76.4%+22.9pp | 70.6%+28.8pp |
| Annual return | -25.47% | 17.42%-42.9pp | 580.01%-605.5pp | 31.26%-56.7pp |
| Employer contribution / active EE | $3,966 | $3,491+13.6% | $4,214-5.9% | $2,727+45.4% |
| Participant deferral / active EE | $0 | $5,591-100.0% | $7,027-100.0% | $4,649-100.0% |
| Admin fee / account holder | $81 | $539-84.9% | $6,716-98.8% | $433-81.3% |