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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 | $46,121 | $63,346-27.2% | $92,240-50.0% | $70,126-34.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -10.27% | 530.19%-540.5pp | 176.29%-186.6pp | 73.15%-83.4pp |
| Employer contribution / active EE | $10,483 | $2,471+324.2% | $3,680+184.9% | $2,343+347.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |