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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 | $51,233 | $72,303-29.1% | $86,698-40.9% | $64,824-21.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -19.31% | 392.77%-412.1pp | 35.96%-55.3pp | 32.84%-52.2pp |
| Employer contribution / active EE | $6,714 | $2,393+180.6% | $2,837+136.7% | $2,507+167.8% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |