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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 | $101,672-15.9% | $147,117-41.9% | $74,478+14.8% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | -14.91% | 8757.83%-8772.7pp | 420.54%-435.4pp | 1370.56%-1385.5pp |
| Employer contribution / active EE | $3,542 | $3,813-7.1% | $4,932-28.2% | $2,626+34.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |