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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 | $79,045-15.9% | $100,378-33.8% | $74,429-10.7% |
| Participation rate | 99.4% | 79.4%+19.9pp | 81.5%+17.8pp | 67.2%+32.1pp |
| Annual return | -58.43% | 20.61%-79.0pp | 49.41%-107.8pp | 1368.38%-1426.8pp |
| Employer contribution / active EE | $12,619 | $3,015+318.5% | $3,942+220.1% | $2,625+380.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,087-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $7,899-100.0% | $1,944-100.0% |