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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 | $43,610 | $102,382-57.4% | $147,005-70.3% | $80,874-46.1% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | -16.67% | 134.89%-151.6pp | 418.76%-435.4pp | 35.62%-52.3pp |
| Employer contribution / active EE | $18,687 | $3,715+403.0% | $4,934+278.7% | $2,756+578.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |