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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 | $44,319 | $88,203-49.8% | $165,100-73.2% | $74,478-40.5% |
| Participation rate | 98.6% | 73.1%+25.5pp | 78.6%+20.0pp | 67.2%+31.4pp |
| Annual return | -11.94% | 17.13%-29.1pp | 70.21%-82.2pp | 1370.56%-1382.5pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,301 | $4,505+17.7% | $6,035-12.2% | $4,350+21.8% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |