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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 | $113,532 | $43,133+163.2% | $89,435+26.9% | $73,497+54.5% |
| Participation rate | 98.6% | 55.0%+43.6pp | 68.0%+30.6pp | 70.7%+27.9pp |
| Annual return | -13.65% | 135.66%-149.3pp | 245.55%-259.2pp | 28.51%-42.2pp |
| Employer contribution / active EE | $26,230 | $1,438+1724.2% | $2,587+913.9% | $2,270+1055.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11 | $444-97.5% | $4,884-99.8% | $513-97.9% |