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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 | $24,703 | $64,286-61.6% | $90,970-72.8% | $73,412-66.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | -0.35% | 21.46%-21.8pp | 134.60%-134.9pp | 59.30%-59.6pp |
| Employer contribution / active EE | $4,805 | $895+437.2% | $2,122+126.5% | $2,234+115.1% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,961-100.0% | $158-100.0% |