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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 | $78,562-33.6% | $105,608-50.6% | $74,429-29.9% |
| Participation rate | 98.9% | 72.8%+26.1pp | 75.3%+23.6pp | 67.2%+31.7pp |
| Annual return | -7.79% | 15.94%-23.7pp | 116.50%-124.3pp | 1368.38%-1376.2pp |
| Employer contribution / active EE | $4,665 | $2,521+85.0% | $3,167+47.3% | $2,625+77.7% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |