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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 | $13,639 | $47,977-71.6% | $154,108-91.1% | $56,289-75.8% |
| Participation rate | 73.2% | 66.2%+7.0pp | 83.0%-9.9pp | 69.9%+3.3pp |
| Annual return | -17.00% | 3.54%-20.5pp | 735.21%-752.2pp | -9.96%-7.0pp |
| Employer contribution / active EE | $2,598 | $2,169+19.8% | $5,298-51.0% | $2,111+23.1% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |