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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 | $90,494 | $99,957-9.5% | $149,745-39.6% | $73,497+23.1% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | -10.97% | 53.87%-64.8pp | 276.72%-287.7pp | 28.51%-39.5pp |
| Employer contribution / active EE | $8,380 | $3,191+162.6% | $4,646+80.4% | $2,270+269.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-99.9% |