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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 | $102,422-57.4% | $147,117-70.4% | $80,959-46.1% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | -16.67% | 135.16%-151.8pp | 420.54%-437.2pp | 35.67%-52.3pp |
| Employer contribution / active EE | $18,687 | $3,717+402.7% | $4,932+278.9% | $2,757+577.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |