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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 | $123,692 | $71,666+72.6% | $117,861+4.9% | $69,631+77.6% |
| Participation rate | 99.7% | 77.5%+22.2pp | 79.7%+20.1pp | 70.7%+29.0pp |
| Annual return | -12.13% | 18.86%-31.0pp | 335.11%-347.2pp | 27571.02%-27583.2pp |
| Employer contribution / active EE | $9,088 | $1,889+381.1% | $3,786+140.0% | $2,032+347.2% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |