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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 | $51,538 | $104,336-50.6% | $159,474-67.7% | $86,821-40.6% |
| Participation rate | 94.0% | 77.7%+16.3pp | 82.8%+11.2pp | 72.3%+21.7pp |
| Annual return | -36.22% | 26.32%-62.5pp | 263.68%-299.9pp | 97.94%-134.2pp |
| Employer contribution / active EE | $4,120 | $3,451+19.4% | $4,831-14.7% | $2,406+71.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |