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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 | $90,198 | $88,672+1.7% | $105,223-14.3% | $82,448+9.4% |
| Participation rate | 91.7% | 67.9%+23.7pp | 75.0%+16.6pp | 68.1%+23.6pp |
| Annual return | -26.95% | 30.86%-57.8pp | 180.65%-207.6pp | 41.64%-68.6pp |
| Employer contribution / active EE | $22,014 | $3,048+622.3% | $3,689+496.8% | $2,551+763.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |