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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 | $98,349 | $80,748+21.8% | $102,383-3.9% | $74,429+32.1% |
| Participation rate | 94.1% | 65.7%+28.4pp | 74.5%+19.5pp | 67.2%+26.8pp |
| Annual return | -22.22% | 27.57%-49.8pp | 24.94%-47.2pp | 1368.38%-1390.6pp |
| Employer contribution / active EE | $17,861 | $3,159+465.4% | $3,870+361.5% | $2,625+580.4% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3 | $2,371-99.9% | $8,391-100.0% | $1,944-99.8% |