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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 | $100,133 | $79,694+25.6% | $96,161+4.1% | $79,393+26.1% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | -25.30% | 40.84%-66.1pp | 192.01%-217.3pp | 116.87%-142.2pp |
| Employer contribution / active EE | $26,982 | $1,443+1769.5% | $2,798+864.3% | $2,428+1011.4% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $11 | $630-98.2% | $5,538-99.8% | $627-98.2% |