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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 | $115,379 | $65,395+76.4% | $182,558-36.8% | $72,976+58.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | -13.89% | 27.68%-41.6pp | 148.59%-162.5pp | 81.02%-94.9pp |
| Employer contribution / active EE | $15,620 | $1,911+717.3% | $4,076+283.2% | $2,440+540.2% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,594-100.0% | $5,124-100.0% |