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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 | $49,424 | $60,139-17.8% | $90,461-45.4% | $79,856-38.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | -12.25% | 71.96%-84.2pp | 1294.76%-1307.0pp | 31.71%-44.0pp |
| Employer contribution / active EE | $9,707 | $2,069+369.2% | $3,264+197.4% | $2,471+292.8% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |