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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 | $43,172 | $93,617-53.9% | $135,982-68.3% | $75,177-42.6% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | -19.49% | 30.89%-50.4pp | 68.32%-87.8pp | 160.75%-180.2pp |
| Employer contribution / active EE | $22,007 | $3,538+522.0% | $4,859+352.9% | $2,671+723.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |