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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 | $36,921 | $71,666-48.5% | $117,861-68.7% | $69,631-47.0% |
| Participation rate | 98.4% | 77.5%+20.9pp | 79.7%+18.7pp | 70.7%+27.7pp |
| Annual return | -3.46% | 18.86%-22.3pp | 335.11%-338.6pp | 27571.02%-27574.5pp |
| Employer contribution / active EE | $3,609 | $1,889+91.1% | $3,786-4.7% | $2,032+77.6% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |