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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 | $195,494 | $51,222+281.7% | $70,544+177.1% | $75,173+160.1% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | -25.23% | 30.06%-55.3pp | 32.79%-58.0pp | 160.72%-185.9pp |
| Employer contribution / active EE | $19,914 | $1,827+990.1% | $2,976+569.2% | $2,671+645.6% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,096-100.0% | $6,427-100.0% | $5,651-100.0% |