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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 | $62,498 | $52,961+18.0% | $172,755-63.8% | $65,185-4.1% |
| Participation rate | 94.3% | 66.2%+28.1pp | 82.6%+11.6pp | 70.2%+24.1pp |
| Annual return | -16.48% | 30.12%-46.6pp | 802.94%-819.4pp | 29.38%-45.9pp |
| Employer contribution / active EE | $10,194 | $2,190+365.5% | $5,144+98.2% | $2,177+368.3% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |