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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 | $36,755 | $82,678-55.5% | $125,391-70.7% | $68,490-46.3% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -28.82% | -5.97%-22.9pp | 572.41%-601.2pp | -7.85%-21.0pp |
| Employer contribution / active EE | $20,573 | $3,382+508.3% | $4,816+327.2% | $2,597+692.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |