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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 | $25,668 | $58,312-56.0% | $86,656-70.4% | $71,529-64.1% |
| Participation rate | 99.2% | 65.0%+34.2pp | 71.7%+27.5pp | 67.9%+31.3pp |
| Annual return | -4.98% | 24.08%-29.1pp | 593.09%-598.1pp | 28.97%-34.0pp |
| Employer contribution / active EE | $5,012 | $2,576+94.6% | $3,025+65.7% | $2,590+93.5% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,619-100.0% | $1,588-100.0% |