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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 | $42,133 | $122,219-65.5% | $147,096-71.4% | $199,921-78.9% |
| Participation rate | 99.6% | 78.3%+21.4pp | 82.2%+17.5pp | 72.0%+27.6pp |
| Annual return | -60.49% | 30.59%-91.1pp | 419.75%-480.2pp | 34.28%-94.8pp |
| Employer contribution / active EE | $12,907 | $4,096+215.1% | $4,936+161.5% | $3,035+325.2% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $179-99.9% | $13,005-100.0% | $269-99.9% |