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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 | $101,499-61.2% | $147,005-73.2% | $74,546-47.2% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.2%+16.4pp | 67.2%+31.4pp |
| Annual return | -23.25% | 8732.34%-8755.6pp | 418.76%-442.0pp | 1366.03%-1389.3pp |
| Employer contribution / active EE | $12,920 | $3,811+239.0% | $4,934+161.8% | $2,624+392.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |