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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 | $101,613 | $185,342-45.2% | $111,306-8.7% | $86,821+17.0% |
| Participation rate | 99.0% | 81.0%+18.0pp | 77.3%+21.6pp | 72.3%+26.7pp |
| Annual return | -26.68% | 500.80%-527.5pp | 54.67%-81.3pp | 97.94%-124.6pp |
| Employer contribution / active EE | $11,338 | $2,246+404.8% | $2,732+315.0% | $2,406+371.3% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |