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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 | $101,539-38.9% | $147,041-57.8% | $74,400-16.5% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | -16.07% | 8740.84%-8756.9pp | 419.21%-435.3pp | 1367.51%-1383.6pp |
| Employer contribution / active EE | $4,664 | $3,811+22.4% | $4,935-5.5% | $2,624+77.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3 | $1,749-99.8% | $13,006-100.0% | $1,944-99.9% |