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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 | $55,402+165.9% | $76,089+93.6% | $77,714+89.6% |
| Participation rate | 93.2% | 63.6%+29.7pp | 69.1%+24.1pp | 70.6%+22.7pp |
| Annual return | -12.74% | 17.09%-29.8pp | 360.94%-373.7pp | 31.26%-44.0pp |
| Employer contribution / active EE | $14,133 | $1,789+689.8% | $2,690+425.4% | $2,727+418.3% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $410-99.8% | $6,418-100.0% | $433-99.8% |