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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 | $83,843+114.3% | $123,973+44.9% | $65,306+175.2% |
| Participation rate | 99.3% | 56.0%+43.4pp | 76.7%+22.7pp | 57.7%+41.7pp |
| Annual return | -2.43% | 19.87%-22.3pp | 388.13%-390.6pp | 21.94%-24.4pp |
| Employer contribution / active EE | $27,990 | $2,873+874.2% | $4,126+578.4% | $1,967+1322.8% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $4,735-100.0% | $11,799-100.0% | $3,480-100.0% |