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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 | $35,157 | $101,591-65.4% | $147,096-76.1% | $74,429-52.8% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.7pp |
| Annual return | -7.35% | 8746.45%-8753.8pp | 419.75%-427.1pp | 1368.38%-1375.7pp |
| Employer contribution / active EE | $6,866 | $3,813+80.1% | $4,936+39.1% | $2,625+161.6% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |