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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 | $54,161 | $102,382-47.1% | $147,005-63.2% | $80,874-33.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | -10.95% | 134.89%-145.8pp | 418.76%-429.7pp | 35.62%-46.6pp |
| Employer contribution / active EE | $11,539 | $3,715+210.6% | $4,934+133.9% | $2,756+318.7% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11 | $7,942-99.9% | $13,006-99.9% | $6,935-99.8% |