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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 | $80,674+122.7% | $119,126+50.8% | $64,340+179.3% |
| Participation rate | 99.3% | 55.2%+44.1pp | 75.8%+23.6pp | 55.2%+44.1pp |
| Annual return | -2.43% | 26.86%-29.3pp | 282.11%-284.5pp | 24.14%-26.6pp |
| Employer contribution / active EE | $27,990 | $2,564+991.6% | $4,034+593.9% | $1,862+1403.5% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,559-100.0% | $10,693-100.0% | $3,703-100.0% |