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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 | $37,929 | $93,617-59.5% | $135,982-72.1% | $75,177-49.5% |
| Participation rate | 94.5% | 75.2%+19.3pp | 81.9%+12.6pp | 67.2%+27.3pp |
| Annual return | -83.10% | 30.89%-114.0pp | 68.32%-151.4pp | 160.75%-243.9pp |
| Employer contribution / active EE | $11,247 | $3,538+217.9% | $4,859+131.5% | $2,671+321.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |