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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 | $54,161 | $102,429-47.1% | $147,096-63.2% | $80,925-33.1% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | -10.95% | 135.02%-146.0pp | 419.75%-430.7pp | 35.65%-46.6pp |
| Employer contribution / active EE | $11,539 | $3,716+210.6% | $4,936+133.8% | $2,756+318.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11 | $7,957-99.9% | $13,005-99.9% | $6,940-99.8% |