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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 | $101,591-22.6% | $147,096-46.5% | $74,429+5.6% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | -9.69% | 8746.45%-8756.1pp | 419.75%-429.4pp | 1368.38%-1378.1pp |
| Employer contribution / active EE | $6,910 | $3,813+81.2% | $4,936+40.0% | $2,625+163.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |