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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 | $62,166-47.5% | $81,286-59.8% | $74,429-56.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | -46.26% | 16.50%-62.8pp | 24.80%-71.1pp | 1368.38%-1414.6pp |
| Employer contribution / active EE | $5,996 | $1,881+218.8% | $2,463+143.5% | $2,625+128.4% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $1,925-99.8% | $5,764-99.9% | $1,944-99.8% |