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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 | $25,770 | $88,122-70.8% | $141,191-81.7% | $67,579-61.9% |
| Participation rate | 98.9% | 76.5%+22.4pp | 82.5%+16.4pp | 71.3%+27.6pp |
| Annual return | -5.98% | 75.40%-81.4pp | 71.41%-77.4pp | 378.56%-384.5pp |
| Employer contribution / active EE | $3,701 | $3,224+14.8% | $4,736-21.9% | $2,148+72.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,264-100.0% | $142-100.0% |