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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 | $130,787 | $41,647+214.0% | $96,171+36.0% | $86,821+50.6% |
| Participation rate | 98.9% | 50.3%+48.6pp | 68.4%+30.5pp | 72.3%+26.6pp |
| Annual return | -8.04% | 27.24%-35.3pp | 192.04%-200.1pp | 97.94%-106.0pp |
| Employer contribution / active EE | $14,150 | $1,328+965.4% | $2,799+405.6% | $2,406+488.1% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,350-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,538-100.0% | $170-100.0% |