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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 | $54,161 | $102,422-47.1% | $147,117-63.2% | $80,959-33.1% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | -10.95% | 135.16%-146.1pp | 420.54%-431.5pp | 35.67%-46.6pp |
| Employer contribution / active EE | $11,539 | $3,717+210.4% | $4,932+133.9% | $2,757+318.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11 | $7,953-99.9% | $12,993-99.9% | $6,925-99.8% |