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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 | $37,316 | $80,753-53.8% | $136,298-72.6% | $62,293-40.1% |
| Participation rate | 93.8% | 73.5%+20.3pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | -16.77% | 35.83%-52.6pp | 5156.27%-5173.0pp | 28.90%-45.7pp |
| Employer contribution / active EE | $10,847 | $2,884+276.2% | $4,696+131.0% | $2,042+431.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |