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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 | $78,607-12.2% | $105,624-34.7% | $74,478-7.4% |
| Participation rate | 74.1% | 72.8%+1.3pp | 75.3%-1.2pp | 67.2%+6.9pp |
| Annual return | -17.12% | 15.96%-33.1pp | 116.20%-133.3pp | 1370.56%-1387.7pp |
| Employer contribution / active EE | $3,446 | $2,523+36.6% | $3,168+8.8% | $2,626+31.2% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $2,220-99.8% | $10,961-100.0% | $1,946-99.8% |