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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 | $62,036 | $57,384+8.1% | $106,387-41.7% | $56,287+10.2% |
| Participation rate | 86.4% | 71.3%+15.1pp | 77.5%+9.0pp | 69.9%+16.6pp |
| Annual return | -64.45% | 5.91%-70.4pp | 0.25%-64.7pp | -9.96%-54.5pp |
| Employer contribution / active EE | $18,402 | $2,348+683.7% | $3,520+422.8% | $2,111+771.7% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $7,510-100.0% | $521-100.0% |