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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 | $28,798 | $88,672-67.5% | $105,223-72.6% | $82,448-65.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | -52.72% | 30.86%-83.6pp | 180.65%-233.4pp | 41.64%-94.4pp |
| Employer contribution / active EE | $23,140 | $3,048+659.2% | $3,689+527.4% | $2,551+807.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |