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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 | $150,281 | $180,329-16.7% | $112,249+33.9% | - |
| Participation rate | 100.0% | 66.3%+33.7pp | 75.1%+24.9pp | - |
| Annual return | -23.98% | -16.34%-7.6pp | 27.48%-51.5pp | - |
| Employer contribution / active EE | $21,950 | $2,897+657.8% | $3,636+503.7% | - |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,729-100.0% | - |
| Admin fee / account holder | $0 | $20,035-100.0% | $6,412-100.0% | - |