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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 | $90,558 | $83,369+8.6% | $105,223-13.9% | $67,986+33.2% |
| Participation rate | 97.0% | 56.3%+40.7pp | 75.0%+22.0pp | 57.2%+39.8pp |
| Annual return | -22.71% | 24.64%-47.3pp | 180.65%-203.4pp | 31.67%-54.4pp |
| Employer contribution / active EE | $7,838 | $2,541+208.5% | $3,689+112.5% | $2,019+288.3% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $18 | $4,073-99.6% | $8,859-99.8% | $3,203-99.4% |