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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 | $87,185 | $69,848+24.8% | $115,756-24.7% | $66,949+30.2% |
| Participation rate | 99.3% | 70.6%+28.7pp | 77.1%+22.2pp | 69.8%+29.5pp |
| Annual return | -23.39% | 969.66%-993.0pp | 143.14%-166.5pp | 1.57%-25.0pp |
| Employer contribution / active EE | $6,137 | $2,613+134.9% | $3,793+61.8% | $2,545+141.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $594-100.0% |