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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 | $96,136-42.3% | $135,987-59.2% | $80,925-31.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | -15.28% | 28.70%-44.0pp | 580.01%-595.3pp | 35.65%-50.9pp |
| Employer contribution / active EE | $4,646 | $3,350+38.7% | $4,214+10.3% | $2,756+68.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14 | $8,236-99.8% | $6,716-99.8% | $6,940-99.8% |