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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 | $80,036 | $83,090-3.7% | $130,062-38.5% | $71,529+11.9% |
| Participation rate | 96.9% | 74.1%+22.8pp | 78.5%+18.4pp | 67.9%+29.0pp |
| Annual return | -18.84% | 20.61%-39.4pp | -137.37%+118.5pp | 28.97%-47.8pp |
| Employer contribution / active EE | $22,930 | $2,624+774.0% | $4,322+430.5% | $2,590+785.4% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |