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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 | $87,500 | $57,384+52.5% | $106,387-17.8% | $56,287+55.5% |
| Participation rate | 97.5% | 71.3%+26.1pp | 77.5%+20.0pp | 69.9%+27.6pp |
| Annual return | -26.31% | 5.91%-32.2pp | 0.25%-26.6pp | -9.96%-16.4pp |
| Employer contribution / active EE | $13,730 | $2,348+484.7% | $3,520+290.1% | $2,111+550.4% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $7,510-100.0% | $521-100.0% |