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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 | $61,233 | $62,393-1.9% | $120,580-49.2% | $74,478-17.8% |
| Participation rate | 99.4% | 56.8%+42.6pp | 72.0%+27.4pp | 67.2%+32.2pp |
| Annual return | -15.06% | 18.61%-33.7pp | 107.48%-122.5pp | 1370.56%-1385.6pp |
| Employer contribution / active EE | $6,128 | $1,845+232.2% | $3,469+76.6% | $2,626+133.3% |
| Participant deferral / active EE | $0 | $2,886-100.0% | $4,995-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,418-100.0% | $1,946-100.0% |