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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 | $105,284-14.3% | $150,734-40.2% | $94,015-4.1% |
| Participation rate | 91.7% | 71.7%+19.9pp | 78.4%+13.2pp | 70.8%+20.8pp |
| Annual return | -26.95% | 15.67%-42.6pp | 600.81%-627.8pp | 17.84%-44.8pp |
| Employer contribution / active EE | $22,014 | $3,599+511.7% | $4,918+347.6% | $2,790+689.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $9,839-100.0% | $14,905-100.0% | $8,951-100.0% |