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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 | $26,148 | $42,772-38.9% | $87,502-70.1% | $55,167-52.6% |
| Participation rate | 99.3% | 66.5%+32.8pp | 73.8%+25.5pp | 69.0%+30.3pp |
| Annual return | -10.85% | 21.20%-32.0pp | 12.21%-23.1pp | 169.23%-180.1pp |
| Employer contribution / active EE | $5,833 | $1,277+356.9% | $2,550+128.8% | $1,963+197.2% |
| Participant deferral / active EE | $0 | $2,342-100.0% | $3,149-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $4,221-100.0% | $504-100.0% |