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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 | $23,133 | $53,165-56.5% | $86,235-73.2% | $74,473-68.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | -16.21% | 22.64%-38.9pp | 1170.03%-1186.2pp | 34.36%-50.6pp |
| Employer contribution / active EE | $5,058 | $1,210+318.1% | $2,381+112.4% | $2,638+91.7% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,987-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,856-100.0% | $347-100.0% |