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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 | $27,511 | $44,425-38.1% | $67,834-59.4% | $55,167-50.1% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | -10.89% | 17.80%-28.7pp | 138.47%-149.4pp | 169.23%-180.1pp |
| Employer contribution / active EE | $3,274 | $1,351+142.3% | $2,403+36.2% | $1,963+66.8% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |