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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 | $69,006 | $80,781-14.6% | $102,437-32.6% | $74,478-7.3% |
| Participation rate | 96.4% | 65.7%+30.8pp | 74.5%+21.9pp | 67.2%+29.2pp |
| Annual return | -25.27% | 27.58%-52.8pp | 24.95%-50.2pp | 1370.56%-1395.8pp |
| Employer contribution / active EE | $21,352 | $3,160+575.7% | $3,871+451.6% | $2,626+713.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |