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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 | $66,487 | $78,976-15.8% | $100,383-33.8% | $74,546-10.8% |
| Participation rate | 99.4% | 79.5%+19.9pp | 81.5%+17.9pp | 67.2%+32.1pp |
| Annual return | -58.43% | 20.62%-79.0pp | 49.26%-107.7pp | 1366.03%-1424.5pp |
| Employer contribution / active EE | $12,619 | $3,019+318.0% | $3,944+220.0% | $2,624+380.8% |
| Participant deferral / active EE | $0 | $7,758-100.0% | $8,086-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,330-100.0% | $7,900-100.0% | $1,944-100.0% |