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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 | $93,680 | $79,223+18.2% | $102,460-8.6% | $74,478+25.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -17.70% | 54.98%-72.7pp | 29.47%-47.2pp | 1370.56%-1388.3pp |
| Employer contribution / active EE | $1,290 | $2,363-45.4% | $3,025-57.4% | $2,626-50.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $12 | $2,003-99.4% | $9,460-99.9% | $1,946-99.4% |