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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 | $40,139 | $89,274-55.0% | $149,721-73.2% | $77,958-48.5% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | -14.20% | 20.36%-34.6pp | 1501.67%-1515.9pp | 20.87%-35.1pp |
| Employer contribution / active EE | $3,546 | $3,727-4.8% | $5,444-34.9% | $2,310+53.5% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,282-100.0% | $97-100.0% |