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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 | $26,347 | $60,393-56.4% | $81,820-67.8% | $74,429-64.6% |
| Participation rate | 97.8% | 62.9%+34.9pp | 72.4%+25.4pp | 67.2%+30.6pp |
| Annual return | -4.42% | 16.89%-21.3pp | 777.93%-782.3pp | 1368.38%-1372.8pp |
| Employer contribution / active EE | $4,419 | $2,626+68.3% | $2,915+51.6% | $2,625+68.4% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,491-100.0% | $7,391-100.0% | $1,944-100.0% |