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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 | $96,521 | $80,731+19.6% | $103,378-6.6% | $74,400+29.7% |
| Participation rate | 97.9% | 65.7%+32.2pp | 74.5%+23.4pp | 67.2%+30.7pp |
| Annual return | -28.26% | 27.56%-55.8pp | 24.91%-53.2pp | 1367.51%-1395.8pp |
| Employer contribution / active EE | $17,595 | $3,159+456.9% | $3,870+354.6% | $2,624+570.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,401-100.0% | $1,944-100.0% |