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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 | $79,181-29.6% | $102,423-45.6% | $74,429-25.1% |
| Participation rate | 97.3% | 74.8%+22.6pp | 76.5%+20.8pp | 67.2%+30.1pp |
| Annual return | -51.70% | 54.97%-106.7pp | 29.42%-81.1pp | 1368.38%-1420.1pp |
| Employer contribution / active EE | $15,776 | $2,362+568.0% | $3,023+421.9% | $2,625+501.0% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |