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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 | $53,733 | $70,684-24.0% | $169,390-68.3% | $75,173-28.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | -5.86% | 36.38%-42.2pp | 406.07%-411.9pp | 160.72%-166.6pp |
| Employer contribution / active EE | $2,511 | $2,211+13.6% | $4,013-37.4% | $2,671-6.0% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,222-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,404-100.0% | $9,015-100.0% | $5,651-100.0% |