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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 | $91,951 | $79,181+16.1% | $102,423-10.2% | $74,429+23.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -18.90% | 54.97%-73.9pp | 29.42%-48.3pp | 1368.38%-1387.3pp |
| Employer contribution / active EE | $8,177 | $2,362+246.2% | $3,023+170.5% | $2,625+211.5% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5 | $2,002-99.7% | $9,455-99.9% | $1,944-99.7% |