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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 | $68,980 | $78,562-12.2% | $105,608-34.7% | $74,429-7.3% |
| Participation rate | 74.1% | 72.8%+1.3pp | 75.3%-1.2pp | 67.2%+6.9pp |
| Annual return | -17.12% | 15.94%-33.1pp | 116.50%-133.6pp | 1368.38%-1385.5pp |
| Employer contribution / active EE | $3,446 | $2,521+36.7% | $3,167+8.8% | $2,625+31.3% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $2,217-99.8% | $11,028-100.0% | $1,944-99.8% |