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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 | $65,180 | $75,183-13.3% | $123,894-47.4% | $55,167+18.1% |
| Participation rate | 98.0% | 72.8%+25.2pp | 81.4%+16.6pp | 69.0%+29.0pp |
| Annual return | -13.81% | 19.01%-32.8pp | 47.52%-61.3pp | 169.23%-183.0pp |
| Employer contribution / active EE | $13,044 | $2,823+362.0% | $4,617+182.5% | $1,963+564.7% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |