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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 | $159,855 | $88,203+81.2% | $165,100-3.2% | $74,478+114.6% |
| Participation rate | 99.3% | 73.1%+26.2pp | 78.6%+20.7pp | 67.2%+32.1pp |
| Annual return | -13.71% | 17.13%-30.8pp | 70.21%-83.9pp | 1370.56%-1384.3pp |
| Employer contribution / active EE | $16,314 | $2,601+527.3% | $4,348+275.2% | $2,626+521.2% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $19 | $2,235-99.2% | $12,696-99.9% | $1,946-99.0% |