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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 | $41,972 | $78,607-46.6% | $105,624-60.3% | $74,478-43.6% |
| Participation rate | 95.0% | 72.8%+22.2pp | 75.3%+19.8pp | 67.2%+27.8pp |
| Annual return | -20.38% | 15.96%-36.3pp | 116.20%-136.6pp | 1370.56%-1390.9pp |
| Employer contribution / active EE | $4,045 | $2,523+60.3% | $3,168+27.7% | $2,626+54.0% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |