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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 | $101,591-61.3% | $147,096-73.3% | $74,429-47.1% |
| Participation rate | 98.6% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.4pp |
| Annual return | -23.25% | 8746.45%-8769.7pp | 419.75%-443.0pp | 1368.38%-1391.6pp |
| Employer contribution / active EE | $12,920 | $3,813+238.9% | $4,936+161.8% | $2,625+392.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |