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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 | $157,061 | $57,312+174.0% | $86,617+81.3% | $75,181+108.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -12.97% | 2672.78%-2685.8pp | 591.91%-604.9pp | 160.69%-173.7pp |
| Employer contribution / active EE | $15,974 | $2,315+589.9% | $3,023+428.4% | $2,671+498.2% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18 | $4,114-99.6% | $5,613-99.7% | $5,650-99.7% |