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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 | $43,578 | $59,456-26.7% | $93,669-53.5% | $74,429-41.5% |
| Participation rate | 99.2% | 59.6%+39.6pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | -41.00% | 82.00%-123.0pp | 133.59%-174.6pp | 1368.38%-1409.4pp |
| Employer contribution / active EE | $5,271 | $1,266+316.4% | $2,424+117.5% | $2,625+100.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $23 | $3,026-99.2% | $8,291-99.7% | $1,944-98.8% |