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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 | $17,819 | $28,416-37.3% | $73,550-75.8% | $69,631-74.4% |
| Participation rate | 84.1% | 38.3%+45.8pp | 54.9%+29.2pp | 70.7%+13.4pp |
| Annual return | 11.74% | -694.13%+705.9pp | -15.16%+26.9pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $438 | $430+1.8% | $1,219-64.0% | $2,032-78.4% |
| Participant deferral / active EE | $0 | $897-100.0% | $1,804-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |