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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 | $62,088 | $101,672-38.9% | $147,117-57.8% | $74,478-16.6% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | -16.07% | 8757.83%-8773.9pp | 420.54%-436.6pp | 1370.56%-1386.6pp |
| Employer contribution / active EE | $4,664 | $3,813+22.3% | $4,932-5.4% | $2,626+77.6% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3 | $1,753-99.8% | $12,993-100.0% | $1,946-99.9% |