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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 | $60,504-56.5% | $81,882-67.8% | $74,478-64.6% |
| Participation rate | 97.8% | 62.9%+34.9pp | 72.4%+25.4pp | 67.2%+30.6pp |
| Annual return | -4.42% | 16.91%-21.3pp | 779.47%-783.9pp | 1370.56%-1375.0pp |
| Employer contribution / active EE | $4,419 | $2,627+68.2% | $2,916+51.5% | $2,626+68.3% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,492-100.0% | $7,360-100.0% | $1,946-100.0% |