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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 | $126,449 | $39,948+216.5% | $89,435+41.4% | $73,412+72.2% |
| Participation rate | 98.8% | 50.4%+48.4pp | 68.0%+30.8pp | 72.2%+26.7pp |
| Annual return | -39.32% | 50.12%-89.4pp | 245.55%-284.9pp | 59.30%-98.6pp |
| Employer contribution / active EE | $14,235 | $1,200+1086.4% | $2,587+450.2% | $2,234+537.3% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,884-100.0% | $158-100.0% |