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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 | $61,387 | $59,456+3.2% | $93,669-34.5% | $74,429-17.5% |
| Participation rate | 98.0% | 59.6%+38.4pp | 68.7%+29.3pp | 67.2%+30.8pp |
| Annual return | -12.82% | 82.00%-94.8pp | 133.59%-146.4pp | 1368.38%-1381.2pp |
| Employer contribution / active EE | $8,279 | $1,266+554.0% | $2,424+241.6% | $2,625+215.4% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |