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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 | $72,185 | $185,342-61.1% | $111,306-35.1% | $86,821-16.9% |
| Participation rate | 99.4% | 81.0%+18.5pp | 77.3%+22.1pp | 72.3%+27.1pp |
| Annual return | -3.85% | 500.80%-504.7pp | 54.67%-58.5pp | 97.94%-101.8pp |
| Employer contribution / active EE | $1,710 | $2,246-23.9% | $2,732-37.4% | $2,406-28.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |