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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 | $37,565 | $79,184-52.6% | $102,438-63.3% | $74,546-49.6% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | -0.42% | 54.95%-55.4pp | 29.37%-29.8pp | 1366.03%-1366.4pp |
| Employer contribution / active EE | $3,182 | $2,362+34.7% | $3,024+5.2% | $2,624+21.2% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $19 | $2,001-99.1% | $9,448-99.8% | $1,944-99.0% |