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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 | $39,345 | $101,672-61.3% | $147,117-73.3% | $74,478-47.2% |
| Participation rate | 98.6% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.4pp |
| Annual return | -23.25% | 8757.83%-8781.1pp | 420.54%-443.8pp | 1370.56%-1393.8pp |
| Employer contribution / active EE | $12,920 | $3,813+238.8% | $4,932+161.9% | $2,626+392.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |