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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 | $122,549 | $58,655+108.9% | $91,994+33.2% | $65,186+88.0% |
| Participation rate | 99.3% | 75.3%+24.0pp | 78.6%+20.6pp | 70.2%+29.1pp |
| Annual return | -40.27% | 33.92%-74.2pp | 69.04%-109.3pp | 29.39%-69.7pp |
| Employer contribution / active EE | $22,434 | $2,080+978.3% | $3,453+549.7% | $2,177+930.6% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,924-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $7,744-100.0% | $847-100.0% |