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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 | $99,531 | $59,467+67.4% | $93,727+6.2% | $74,478+33.6% |
| Participation rate | 99.2% | 59.6%+39.6pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | -2.63% | 82.14%-84.8pp | 133.83%-136.5pp | 1370.56%-1373.2pp |
| Employer contribution / active EE | $12,434 | $1,267+881.6% | $2,421+413.5% | $2,626+373.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |