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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 | $34,905 | $55,446-37.0% | $155,574-77.6% | $74,429-53.1% |
| Participation rate | 96.2% | 61.9%+34.3pp | 78.2%+18.0pp | 67.2%+29.0pp |
| Annual return | 7.74% | 269.20%-261.5pp | 64.87%-57.1pp | 1368.38%-1360.6pp |
| Employer contribution / active EE | $370 | $2,266-83.7% | $4,676-92.1% | $2,625-85.9% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |