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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 | $65,191-59.5% | $116,096-77.3% | $65,191-59.5% |
| Participation rate | 99.6% | 63.0%+36.6pp | 73.3%+26.3pp | 63.0%+36.6pp |
| Annual return | 2.64% | 51.24%-48.6pp | 326.25%-323.6pp | 51.24%-48.6pp |
| Employer contribution / active EE | $1,614 | $2,400-32.8% | $2,503-35.5% | $2,400-32.8% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $3,952-100.0% | $2,671-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $7,704-100.0% | $907-100.0% |