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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 | $43,712 | $56,200-22.2% | $67,653-35.4% | $59,633-26.7% |
| Participation rate | 98.7% | 71.5%+27.2pp | 75.7%+23.0pp | 68.7%+30.0pp |
| Annual return | -3.11% | 18506.71%-18509.8pp | 6625.22%-6628.3pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $12,385 | $1,615+667.0% | $2,266+446.6% | $2,203+462.3% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,959-100.0% | $4,821-100.0% | $4,297-100.0% |