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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 | $111,871 | $56,171+99.2% | $108,745+2.9% | $55,167+102.8% |
| Participation rate | 99.2% | 70.7%+28.5pp | 77.7%+21.5pp | 69.0%+30.2pp |
| Annual return | -20.72% | 214.86%-235.6pp | 46.22%-66.9pp | 169.23%-190.0pp |
| Employer contribution / active EE | $11,794 | $2,153+447.8% | $3,323+254.9% | $1,963+501.0% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $302-100.0% | $6,144-100.0% | $504-100.0% |