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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 | $57,587 | $83,090-30.7% | $130,062-55.7% | $71,529-19.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | -1.43% | 20.61%-22.0pp | -137.37%+135.9pp | 28.97%-30.4pp |
| Employer contribution / active EE | $10,644 | $2,624+305.7% | $4,322+146.3% | $2,590+311.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |