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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 | $34,197 | $41,151-16.9% | $80,648-57.6% | $71,529-52.2% |
| Participation rate | 96.3% | 50.2%+46.0pp | 67.0%+29.3pp | 67.9%+28.3pp |
| Annual return | -10.66% | 38.49%-49.2pp | 937.21%-947.9pp | 28.97%-39.6pp |
| Employer contribution / active EE | $4,014 | $1,513+165.3% | $2,724+47.4% | $2,590+55.0% |
| Participant deferral / active EE | $0 | $2,700-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $14 | $1,842-99.3% | $5,382-99.7% | $1,588-99.1% |