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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 | $93,865 | $50,643+85.3% | $106,619-12.0% | $55,167+70.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.0%+22.0pp | 69.0%+31.0pp |
| Annual return | -7.55% | 7.02%-14.6pp | 9.42%-17.0pp | 169.23%-176.8pp |
| Employer contribution / active EE | $7,576 | $1,626+366.0% | $3,947+91.9% | $1,963+286.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |