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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 | $30,126 | $85,171-64.6% | $172,753-82.6% | $72,976-58.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | -36.32% | 27.32%-63.6pp | 803.00%-839.3pp | 81.02%-117.3pp |
| Employer contribution / active EE | $6,924 | $3,324+108.3% | $5,144+34.6% | $2,440+183.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |