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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 | $171,267 | $57,108+199.9% | $94,229+81.8% | $52,331+227.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -12.51% | 1.47%-14.0pp | 10.68%-23.2pp | 4.54%-17.1pp |
| Employer contribution / active EE | $13,821 | $1,735+696.5% | $3,587+285.3% | $1,882+634.5% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $546-99.8% | $6,269-100.0% | $592-99.8% |