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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 | $28,653 | $61,356-53.3% | $149,696-80.9% | $71,511-59.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | -6.53% | 35.86%-42.4pp | 134.46%-141.0pp | 28.86%-35.4pp |
| Employer contribution / active EE | $858 | $2,382-64.0% | $4,821-82.2% | $2,589-66.9% |
| Participant deferral / active EE | $2,370 | $2,920-18.8% | $5,682-58.3% | $4,291-44.8% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,212-100.0% | $1,588-100.0% |