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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 | $59,448+3.3% | $93,696-34.5% | $74,459-17.6% |
| Participation rate | 98.0% | 59.6%+38.4pp | 68.7%+29.3pp | 67.2%+30.8pp |
| Annual return | -12.82% | 82.11%-94.9pp | 133.74%-146.6pp | 1369.70%-1382.5pp |
| Employer contribution / active EE | $8,279 | $1,266+553.8% | $2,422+241.8% | $2,626+215.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,027-100.0% | $8,287-100.0% | $1,945-100.0% |