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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 | $147,316 | $55,441+165.7% | $76,002+93.8% | $77,671+89.7% |
| Participation rate | 93.2% | 63.6%+29.6pp | 69.1%+24.2pp | 70.6%+22.7pp |
| Annual return | -12.74% | 17.08%-29.8pp | 360.07%-372.8pp | 31.21%-43.9pp |
| Employer contribution / active EE | $14,133 | $1,789+689.8% | $2,688+425.7% | $2,726+418.4% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $4,257-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1 | $407-99.8% | $6,414-100.0% | $430-99.8% |