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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 | $113,923 | $82,188+38.6% | $125,401-9.2% | $64,829+75.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -17.61% | 3.50%-21.1pp | 572.53%-590.1pp | 32.85%-50.5pp |
| Employer contribution / active EE | $11,470 | $3,617+217.1% | $4,816+138.2% | $2,507+357.5% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $3 | $163-98.2% | $10,008-100.0% | $188-98.5% |