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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 | $49,052 | $63,768-23.1% | $98,477-50.2% | $79,393-38.2% |
| Participation rate | 99.1% | 69.9%+29.2pp | 73.3%+25.7pp | 70.7%+28.4pp |
| Annual return | -3.50% | 626.18%-629.7pp | 1493.59%-1497.1pp | 116.87%-120.4pp |
| Employer contribution / active EE | $8,481 | $2,558+231.6% | $2,961+186.5% | $2,428+249.3% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-99.9% | $5,951-100.0% | $627-99.9% |