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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 | $111,233 | $83,045+33.9% | $130,045-14.5% | $71,511+55.5% |
| Participation rate | 97.7% | 74.1%+23.6pp | 78.5%+19.2pp | 67.9%+29.7pp |
| Annual return | -24.62% | 20.61%-45.2pp | -137.30%+112.7pp | 28.86%-53.5pp |
| Employer contribution / active EE | $19,636 | $2,623+648.5% | $4,321+354.4% | $2,589+658.4% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,600-100.0% | $1,588-100.0% |