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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 | $40,448 | $77,164-47.6% | $178,014-77.3% | $80,874-50.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | -21.44% | 18.09%-39.5pp | 294.80%-316.2pp | 35.62%-57.1pp |
| Employer contribution / active EE | $2,940 | $2,288+28.5% | $3,950-25.6% | $2,756+6.7% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,276-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,164-100.0% | $10,362-100.0% | $6,935-100.0% |