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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 | $107,025 | $59,448+80.0% | $93,696+14.2% | $74,459+43.7% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | -29.20% | 82.11%-111.3pp | 133.74%-162.9pp | 1369.70%-1398.9pp |
| Employer contribution / active EE | $11,648 | $1,266+819.8% | $2,422+380.9% | $2,626+343.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,027-100.0% | $8,287-100.0% | $1,945-100.0% |