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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 | $52,434 | $63,346-17.2% | $92,240-43.2% | $70,126-25.2% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.4pp |
| Annual return | 0.05% | 530.19%-530.1pp | 176.29%-176.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,489 | $2,471+0.7% | $3,680-32.4% | $2,343+6.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $17 | $3,841-99.6% | $5,194-99.7% | $4,645-99.6% |