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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 | $35,794 | $60,139-40.5% | $90,461-60.4% | $79,856-55.2% |
| Participation rate | 98.8% | 65.0%+33.8pp | 72.7%+26.1pp | 69.6%+29.1pp |
| Annual return | -19.56% | 71.96%-91.5pp | 1294.76%-1314.3pp | 31.71%-51.3pp |
| Employer contribution / active EE | $4,123 | $2,069+99.3% | $3,264+26.3% | $2,471+66.9% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |