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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 | $74,606 | $84,499-11.7% | $125,391-40.5% | $66,949+11.4% |
| Participation rate | 98.4% | 76.4%+22.0pp | 82.4%+16.0pp | 69.8%+28.6pp |
| Annual return | -36.23% | -8.49%-27.7pp | 572.41%-608.6pp | 1.57%-37.8pp |
| Employer contribution / active EE | $6,198 | $3,554+74.4% | $4,816+28.7% | $2,545+143.5% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |