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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 | $11,330 | $39,798-71.5% | $67,704-83.3% | $59,633-81.0% |
| Participation rate | 95.6% | 57.4%+38.2pp | 67.5%+28.1pp | 68.7%+26.9pp |
| Annual return | -6.35% | 89.94%-96.3pp | 25.41%-31.8pp | 2041.45%-2047.8pp |
| Employer contribution / active EE | $1,657 | $1,393+19.0% | $2,559-35.3% | $2,203-24.8% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12 | $3,212-99.6% | $4,255-99.7% | $4,297-99.7% |