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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 | $172,715 | $83,369+107.2% | $105,223+64.1% | $67,986+154.0% |
| Participation rate | 99.3% | 56.3%+43.1pp | 75.0%+24.3pp | 57.2%+42.1pp |
| Annual return | -16.65% | 24.64%-41.3pp | 180.65%-197.3pp | 31.67%-48.3pp |
| Employer contribution / active EE | $16,651 | $2,541+555.4% | $3,689+351.4% | $2,019+724.8% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |