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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 | $55,723 | $79,223-29.7% | $102,460-45.6% | $74,478-25.2% |
| Participation rate | 97.3% | 74.8%+22.6pp | 76.5%+20.8pp | 67.2%+30.1pp |
| Annual return | -51.70% | 54.98%-106.7pp | 29.47%-81.2pp | 1370.56%-1422.3pp |
| Employer contribution / active EE | $15,776 | $2,363+567.6% | $3,025+421.5% | $2,626+500.7% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |