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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 | $79,184+18.3% | $102,438-8.6% | $74,546+25.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -17.70% | 54.95%-72.7pp | 29.37%-47.1pp | 1366.03%-1383.7pp |
| Employer contribution / active EE | $1,290 | $2,362-45.4% | $3,024-57.3% | $2,624-50.8% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $12 | $2,001-99.4% | $9,448-99.9% | $1,944-99.4% |