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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 | $101,539-15.8% | $147,041-41.8% | $74,400+14.9% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | -14.91% | 8740.84%-8755.8pp | 419.21%-434.1pp | 1367.51%-1382.4pp |
| Employer contribution / active EE | $3,542 | $3,811-7.0% | $4,935-28.2% | $2,624+35.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,749-100.0% | $13,006-100.0% | $1,944-100.0% |