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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 | $78,626 | $101,499-22.5% | $147,005-46.5% | $74,546+5.5% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | -9.69% | 8732.34%-8742.0pp | 418.76%-428.5pp | 1366.03%-1375.7pp |
| Employer contribution / active EE | $6,910 | $3,811+81.3% | $4,934+40.0% | $2,624+163.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |