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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 | $78,607-33.7% | $105,624-50.6% | $74,478-30.0% |
| Participation rate | 98.9% | 72.8%+26.1pp | 75.3%+23.7pp | 67.2%+31.7pp |
| Annual return | -7.79% | 15.96%-23.7pp | 116.20%-124.0pp | 1370.56%-1378.4pp |
| Employer contribution / active EE | $4,665 | $2,523+84.9% | $3,168+47.3% | $2,626+77.6% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |