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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 | $102,429-57.4% | $147,096-70.4% | $80,925-46.1% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | -16.67% | 135.02%-151.7pp | 419.75%-436.4pp | 35.65%-52.3pp |
| Employer contribution / active EE | $18,687 | $3,716+402.9% | $4,936+278.6% | $2,756+578.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |