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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 | $52,138 | $78,483-33.6% | $106,201-50.9% | $74,546-30.1% |
| Participation rate | 98.9% | 72.8%+26.1pp | 75.3%+23.6pp | 67.2%+31.7pp |
| Annual return | -7.79% | 15.94%-23.7pp | 116.26%-124.0pp | 1366.03%-1373.8pp |
| Employer contribution / active EE | $4,665 | $2,522+85.0% | $3,170+47.2% | $2,624+77.7% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |