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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 | $26,378 | $64,728-59.2% | $114,563-77.0% | $64,728-59.2% |
| Participation rate | 99.6% | 57.9%+41.7pp | 72.9%+26.7pp | 57.9%+41.7pp |
| Annual return | 2.64% | 49.38%-46.7pp | 241.09%-238.5pp | 49.38%-46.7pp |
| Employer contribution / active EE | $1,614 | $2,243-28.0% | $2,592-37.7% | $2,243-28.0% |
| Participant deferral / active EE | $0 | $2,729-100.0% | $4,142-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $1,145-100.0% | $7,623-100.0% | $1,145-100.0% |