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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 | $29,763 | $82,188-63.8% | $125,391-76.3% | $64,824-54.1% |
| Participation rate | 94.9% | 77.9%+17.0pp | 82.4%+12.6pp | 71.5%+23.5pp |
| Annual return | -17.70% | 3.50%-21.2pp | 572.41%-590.1pp | 32.84%-50.5pp |
| Employer contribution / active EE | $1,676 | $3,617-53.7% | $4,816-65.2% | $2,507-33.1% |
| Participant deferral / active EE | $4,209 | $7,177-41.4% | $7,448-43.5% | $4,311-2.4% |
| Admin fee / account holder | $19 | $163-88.5% | $10,009-99.8% | $188-90.0% |