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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 | $61,138 | $56,171+8.8% | $108,745-43.8% | $55,167+10.8% |
| Participation rate | 97.4% | 70.7%+26.7pp | 77.7%+19.8pp | 69.0%+28.4pp |
| Annual return | -19.03% | 214.86%-233.9pp | 46.22%-65.3pp | 169.23%-188.3pp |
| Employer contribution / active EE | $21,870 | $2,153+915.8% | $3,323+558.1% | $1,963+1014.3% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $302-100.0% | $6,144-100.0% | $504-100.0% |