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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 | $53,239 | $59,456-10.5% | $93,681-43.2% | $74,400-28.4% |
| Participation rate | 95.4% | 59.6%+35.7pp | 68.7%+26.7pp | 67.2%+28.2pp |
| Annual return | -4.83% | 82.00%-86.8pp | 133.47%-138.3pp | 1367.51%-1372.3pp |
| Employer contribution / active EE | $5,230 | $1,266+313.1% | $2,422+115.9% | $2,624+99.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,415-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,290-100.0% | $1,944-100.0% |