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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 | $72,580 | $50,666+43.3% | $76,667-5.3% | $65,186+11.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | -29.54% | 28.51%-58.1pp | 1166.74%-1196.3pp | 29.39%-58.9pp |
| Employer contribution / active EE | $7,930 | $1,575+403.5% | $2,303+244.3% | $2,177+264.3% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $463-100.0% | $6,423-100.0% | $847-100.0% |