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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 | $85,510 | $101,591-15.8% | $147,096-41.9% | $74,429+14.9% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | -14.91% | 8746.45%-8761.4pp | 419.75%-434.7pp | 1368.38%-1383.3pp |
| Employer contribution / active EE | $3,542 | $3,813-7.1% | $4,936-28.2% | $2,625+35.0% |
| 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% |