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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 | $22,760 | $40,174-43.3% | $84,023-72.9% | $67,582-66.3% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | -9.36% | 25.82%-35.2pp | 71.32%-80.7pp | 378.57%-387.9pp |
| Employer contribution / active EE | $3,880 | $808+380.4% | $1,984+95.6% | $2,148+80.6% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,102-100.0% | $142-100.0% |