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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 | $179,691 | $83,369+115.5% | $105,223+70.8% | $67,986+164.3% |
| Participation rate | 99.3% | 56.3%+43.0pp | 75.0%+24.3pp | 57.2%+42.1pp |
| Annual return | -2.43% | 24.64%-27.1pp | 180.65%-183.1pp | 31.67%-34.1pp |
| Employer contribution / active EE | $27,990 | $2,541+1001.7% | $3,689+658.8% | $2,019+1286.5% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |