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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 | $42,281 | $106,247-60.2% | $147,096-71.3% | $77,714-45.6% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | -7.64% | 56.87%-64.5pp | 419.75%-427.4pp | 31.26%-38.9pp |
| Employer contribution / active EE | $7,042 | $4,069+73.0% | $4,936+42.7% | $2,727+158.2% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |