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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 | $134,965 | $79,519+69.7% | $95,964+40.6% | $73,412+83.8% |
| Participation rate | 99.6% | 81.2%+18.4pp | 77.1%+22.5pp | 72.2%+27.4pp |
| Annual return | -7.56% | 19.20%-26.8pp | 91.64%-99.2pp | 59.30%-66.9pp |
| Employer contribution / active EE | $12,201 | $2,048+495.8% | $2,541+380.1% | $2,234+446.2% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |