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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 | $128,019 | $100,272+27.7% | $170,043-24.7% | $74,460+71.9% |
| Participation rate | 99.4% | 87.4%+12.1pp | 87.0%+12.4pp | 70.7%+28.7pp |
| Annual return | -7.58% | 66.12%-73.7pp | 53.40%-61.0pp | 34.38%-42.0pp |
| Employer contribution / active EE | $3,392 | $4,266-20.5% | $6,790-50.0% | $2,638+28.6% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,824-100.0% | $348-100.0% |