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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 | $94,817 | $82,678+14.7% | $125,391-24.4% | $68,490+38.4% |
| Participation rate | 98.6% | 75.1%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -75.00% | -5.97%-69.0pp | 572.41%-647.4pp | -7.85%-67.1pp |
| Employer contribution / active EE | $51,876 | $3,382+1433.8% | $4,816+977.2% | $2,597+1897.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |