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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 | $42,215 | $84,499-50.0% | $125,391-66.3% | $66,949-36.9% |
| Participation rate | 97.2% | 76.4%+20.7pp | 82.4%+14.8pp | 69.8%+27.3pp |
| Annual return | -28.28% | -8.49%-19.8pp | 572.41%-600.7pp | 1.57%-29.9pp |
| Employer contribution / active EE | $9,208 | $3,554+159.1% | $4,816+91.2% | $2,545+261.7% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |