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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 | $52,468 | $43,236+21.4% | $82,768-36.6% | $77,906-32.7% |
| Participation rate | 98.4% | 64.2%+34.2pp | 72.6%+25.8pp | 73.7%+24.7pp |
| Annual return | -29.41% | 2.40%-31.8pp | 702.70%-732.1pp | 12.16%-41.6pp |
| Employer contribution / active EE | $7,994 | $1,924+315.4% | $3,008+165.8% | $2,846+180.8% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $4,395-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $5,326-100.0% | $133-100.0% |