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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 | $112,375 | $100,801+11.5% | $149,745-25.0% | $73,412+53.1% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.5%+15.4pp | 72.2%+25.7pp |
| Annual return | -25.71% | 265.34%-291.0pp | 276.72%-302.4pp | 59.30%-85.0pp |
| Employer contribution / active EE | $10,214 | $3,312+208.4% | $4,646+119.9% | $2,234+357.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |