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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 | $188,145 | $55,636+238.2% | $81,982+129.5% | $73,497+156.0% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.3%+30.7pp | 70.7%+29.3pp |
| Annual return | -13.82% | 19.07%-32.9pp | 41.31%-55.1pp | 28.51%-42.3pp |
| Employer contribution / active EE | $17,686 | $1,625+988.7% | $2,498+607.9% | $2,270+679.1% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,665-100.0% | $513-100.0% |