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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 | $49,464 | $81,537-39.3% | $149,721-67.0% | $69,631-29.0% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.1%+12.5pp | 70.7%+28.8pp |
| Annual return | -11.69% | 22.79%-34.5pp | 1501.67%-1513.4pp | 27571.02%-27582.7pp |
| Employer contribution / active EE | $2,900 | $3,239-10.5% | $5,444-46.7% | $2,032+42.7% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |