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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 | $60,242 | $41,150+46.4% | $80,627-25.3% | $71,511-15.8% |
| Participation rate | 100.0% | 50.3%+49.7pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | -26.63% | 38.48%-65.1pp | 936.76%-963.4pp | 28.86%-55.5pp |
| Employer contribution / active EE | $3,997 | $1,515+163.8% | $2,723+46.8% | $2,589+54.4% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $8 | $1,841-99.5% | $5,381-99.8% | $1,588-99.5% |