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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 | $68,134 | $79,209-14.0% | $102,434-33.5% | $74,459-8.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -26.95% | 54.98%-81.9pp | 29.46%-56.4pp | 1369.70%-1396.6pp |
| Employer contribution / active EE | $7,024 | $2,362+197.3% | $3,023+132.3% | $2,626+167.5% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |