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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 | $24,872 | $48,064-48.3% | $78,778-68.4% | $69,631-64.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | -10.55% | 21.81%-32.4pp | 35.62%-46.2pp | 27571.02%-27581.6pp |
| Employer contribution / active EE | $2,853 | $744+283.7% | $1,986+43.7% | $2,032+40.4% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |