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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 | $33,795 | $80,753-58.2% | $136,298-75.2% | $62,293-45.7% |
| Participation rate | 99.5% | 73.5%+26.0pp | 81.9%+17.6pp | 69.5%+30.0pp |
| Annual return | -7.74% | 35.83%-43.6pp | 5156.27%-5164.0pp | 28.90%-36.6pp |
| Employer contribution / active EE | $6,907 | $2,884+139.5% | $4,696+47.1% | $2,042+238.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |