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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 | $47,993 | $63,346-24.2% | $92,240-48.0% | $70,126-31.6% |
| Participation rate | 85.4% | 68.7%+16.7pp | 76.5%+8.9pp | 69.5%+15.9pp |
| Annual return | -2.10% | 530.19%-532.3pp | 176.29%-178.4pp | 73.15%-75.2pp |
| Employer contribution / active EE | $10,807 | $2,471+337.3% | $3,680+193.7% | $2,343+361.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |