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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 | $55,434 | $96,236-42.4% | $133,698-58.5% | $80,959-31.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | -15.28% | 28.74%-44.0pp | 580.90%-596.2pp | 35.67%-51.0pp |
| Employer contribution / active EE | $4,646 | $3,350+38.7% | $4,218+10.2% | $2,757+68.5% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14 | $8,250-99.8% | $6,703-99.8% | $6,925-99.8% |