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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 | $97,929 | $106,110-7.7% | $147,005-33.4% | $77,671+26.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | -14.09% | 56.77%-70.9pp | 418.76%-432.9pp | 31.21%-45.3pp |
| Employer contribution / active EE | $29,260 | $4,065+619.9% | $4,934+493.0% | $2,726+973.2% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |