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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 | $59,402+3.3% | $93,654-34.5% | $74,546-17.7% |
| Participation rate | 98.0% | 59.7%+38.3pp | 68.7%+29.3pp | 67.2%+30.8pp |
| Annual return | -12.82% | 81.86%-94.7pp | 133.34%-146.2pp | 1366.03%-1378.9pp |
| Employer contribution / active EE | $8,279 | $1,265+554.6% | $2,421+242.0% | $2,624+215.5% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |