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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 | $32,659 | $62,146-47.4% | $81,438-59.9% | $74,546-56.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | -46.26% | 16.49%-62.7pp | 24.74%-71.0pp | 1366.03%-1412.3pp |
| Employer contribution / active EE | $5,996 | $1,883+218.5% | $2,460+143.7% | $2,624+128.5% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4 | $1,922-99.8% | $5,764-99.9% | $1,944-99.8% |