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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 | $25,548 | $37,044-31.0% | $71,796-64.4% | $57,658-55.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | -10.69% | 12.64%-23.3pp | 78.04%-88.7pp | 5.13%-15.8pp |
| Employer contribution / active EE | $2,795 | $720+288.1% | $1,924+45.2% | $1,974+41.6% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |