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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 | $132,835 | $64,954+104.5% | $115,752+14.8% | $62,293+113.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | -37.65% | 24.87%-62.5pp | 19.41%-57.1pp | 28.90%-66.5pp |
| Employer contribution / active EE | $15,999 | $2,344+582.7% | $3,492+358.1% | $2,042+683.4% |
| Participant deferral / active EE | $0 | $3,665-100.0% | $5,204-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $414-100.0% | $6,278-100.0% | $479-100.0% |