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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 | $27,533 | $80,753-65.9% | $136,298-79.8% | $62,293-55.8% |
| Participation rate | 99.1% | 73.5%+25.6pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | -1.80% | 35.83%-37.6pp | 5156.27%-5158.1pp | 28.90%-30.7pp |
| Employer contribution / active EE | $2,755 | $2,884-4.5% | $4,696-41.3% | $2,042+34.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |