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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 | $31,105 | $73,638-57.8% | $108,405-71.3% | $79,389-60.8% |
| Participation rate | 97.2% | 77.4%+19.8pp | 80.1%+17.0pp | 70.7%+26.5pp |
| Annual return | -3.57% | 33.27%-36.8pp | 905.55%-909.1pp | 116.89%-120.5pp |
| Employer contribution / active EE | $5,966 | $2,397+148.9% | $3,559+67.6% | $2,428+145.7% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $7,297-100.0% | $626-100.0% |