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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 | $31,204 | $52,967-41.1% | $172,753-81.9% | $65,186-52.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | -15.47% | 30.12%-45.6pp | 803.00%-818.5pp | 29.39%-44.9pp |
| Employer contribution / active EE | $2,440 | $2,190+11.4% | $5,144-52.6% | $2,177+12.1% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $472-99.8% | $13,956-100.0% | $847-99.9% |