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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 | $79,072 | $92,224-14.3% | $105,223-24.9% | $79,634-0.7% |
| Participation rate | 98.2% | 69.2%+29.1pp | 75.0%+23.2pp | 62.5%+35.7pp |
| Annual return | -11.11% | 88.65%-99.8pp | 180.65%-191.8pp | 36.46%-47.6pp |
| Employer contribution / active EE | $13,217 | $3,965+233.3% | $3,689+258.3% | $2,529+422.6% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $8,859-100.0% | $1,002-100.0% |