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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 | $145,550 | $71,192+104.4% | $117,861+23.5% | $62,293+133.7% |
| Participation rate | 92.6% | 74.2%+18.4pp | 79.7%+12.9pp | 69.5%+23.1pp |
| Annual return | -19.83% | 18.66%-38.5pp | 335.11%-354.9pp | 28.90%-48.7pp |
| Employer contribution / active EE | $15,977 | $1,934+726.2% | $3,786+322.0% | $2,042+682.3% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |