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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 | $29,380 | $56,171-47.7% | $108,745-73.0% | $55,167-46.7% |
| Participation rate | 100.0% | 70.7%+29.3pp | 77.7%+22.3pp | 69.0%+31.0pp |
| Annual return | 0.02% | 214.86%-214.8pp | 46.22%-46.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $8,592 | $2,153+299.1% | $3,323+158.6% | $1,963+337.8% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $302-100.0% | $6,144-100.0% | $504-100.0% |