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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 | $55,457+165.6% | $76,119+93.5% | $77,736+89.5% |
| Participation rate | 93.2% | 63.6%+29.6pp | 69.1%+24.2pp | 70.6%+22.7pp |
| Annual return | -12.74% | 17.09%-29.8pp | 361.25%-374.0pp | 31.26%-44.0pp |
| Employer contribution / active EE | $14,133 | $1,792+688.6% | $2,693+424.9% | $2,728+418.1% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $4,259-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $411-99.8% | $6,421-100.0% | $433-99.8% |