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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 | $39,305 | $45,152-13.0% | $73,836-46.8% | $59,633-34.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -12.56% | 27.40%-40.0pp | 2268.06%-2280.6pp | 2041.45%-2054.0pp |
| Employer contribution / active EE | $12,278 | $1,901+545.8% | $2,787+340.5% | $2,203+457.4% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |