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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 | $78,818 | $122,128-35.5% | $147,117-46.4% | $200,096-60.6% |
| Participation rate | 99.8% | 78.2%+21.7pp | 82.2%+17.6pp | 72.0%+27.8pp |
| Annual return | -38.82% | 30.58%-69.4pp | 420.54%-459.4pp | 34.26%-73.1pp |
| Employer contribution / active EE | $6,766 | $4,093+65.3% | $4,932+37.2% | $3,038+122.7% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $180-100.0% | $12,993-100.0% | $269-100.0% |