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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 | $63,977 | $84,482-24.3% | $125,363-49.0% | $66,930-4.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -27.61% | -8.49%-19.1pp | 572.15%-599.8pp | 1.57%-29.2pp |
| Employer contribution / active EE | $22,001 | $3,553+519.3% | $4,815+357.0% | $2,545+764.5% |
| Participant deferral / active EE | $0 | $6,782-100.0% | $7,447-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |