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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 | $50,542 | $85,171-40.7% | $172,752-70.7% | $72,975-30.7% |
| Participation rate | 98.9% | 70.1%+28.9pp | 82.6%+16.3pp | 69.5%+29.4pp |
| Annual return | -35.50% | 27.32%-62.8pp | 802.97%-838.5pp | 81.01%-116.5pp |
| Employer contribution / active EE | $8,828 | $3,324+165.6% | $5,144+71.6% | $2,440+261.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |