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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 | $79,169-16.0% | $100,415-33.8% | $74,478-10.7% |
| Participation rate | 99.4% | 79.4%+19.9pp | 81.5%+17.8pp | 67.2%+32.1pp |
| Annual return | -58.43% | 20.51%-78.9pp | 49.47%-107.9pp | 1370.56%-1429.0pp |
| Employer contribution / active EE | $12,619 | $3,017+318.2% | $3,943+220.0% | $2,626+380.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,091-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,337-100.0% | $7,906-100.0% | $1,946-100.0% |