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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 | $87,528 | $84,499+3.6% | $125,391-30.2% | $66,949+30.7% |
| Participation rate | 96.7% | 76.4%+20.2pp | 82.4%+14.3pp | 69.8%+26.8pp |
| Annual return | -19.79% | -8.49%-11.3pp | 572.41%-592.2pp | 1.57%-21.4pp |
| Employer contribution / active EE | $10,554 | $3,554+197.0% | $4,816+119.2% | $2,545+314.6% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |