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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 | $106,164-60.2% | $147,041-71.2% | $77,692-45.6% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | -7.64% | 56.81%-64.5pp | 419.21%-426.9pp | 31.25%-38.9pp |
| Employer contribution / active EE | $7,042 | $4,066+73.2% | $4,935+42.7% | $2,726+158.3% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |