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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 | $61,233 | $62,409-1.9% | $120,524-49.2% | $74,429-17.7% |
| Participation rate | 99.4% | 56.8%+42.6pp | 71.9%+27.5pp | 67.2%+32.2pp |
| Annual return | -15.06% | 18.62%-33.7pp | 107.36%-122.4pp | 1368.38%-1383.4pp |
| Employer contribution / active EE | $6,128 | $1,847+231.9% | $3,469+76.7% | $2,625+133.5% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,994-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,394-100.0% | $9,440-100.0% | $1,944-100.0% |