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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 | $45,741 | $46,173-0.9% | $170,435-73.2% | $69,631-34.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | -10.35% | 21.62%-32.0pp | 205.94%-216.3pp | 27571.02%-27581.4pp |
| Employer contribution / active EE | $3,750 | $1,610+132.9% | $5,432-31.0% | $2,032+84.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |