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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 | $57,094 | $52,961+7.8% | $172,752-67.0% | $65,185-12.4% |
| Participation rate | 96.8% | 66.2%+30.6pp | 82.6%+14.2pp | 70.2%+26.6pp |
| Annual return | -6.04% | 30.12%-36.2pp | 802.97%-809.0pp | 29.38%-35.4pp |
| Employer contribution / active EE | $3,980 | $2,190+81.7% | $5,144-22.6% | $2,177+82.8% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $4 | $472-99.0% | $13,955-100.0% | $847-99.5% |