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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 | $96,137-42.3% | $136,007-59.2% | $80,874-31.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -15.28% | 28.70%-44.0pp | 579.32%-594.6pp | 35.62%-50.9pp |
| Employer contribution / active EE | $4,646 | $3,350+38.7% | $4,215+10.2% | $2,756+68.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,024-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14 | $8,236-99.8% | $6,858-99.8% | $6,935-99.8% |