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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 | $60,570 | $104,497-42.0% | $159,487-62.0% | $79,389-23.7% |
| Participation rate | 98.8% | 76.6%+22.2pp | 82.8%+16.0pp | 70.7%+28.1pp |
| Annual return | -3.11% | 67.98%-71.1pp | 263.71%-266.8pp | 116.89%-120.0pp |
| Employer contribution / active EE | $3,648 | $3,418+6.7% | $4,831-24.5% | $2,428+50.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |