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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 | $15,202 | $45,123-66.3% | $85,240-82.2% | $74,478-79.6% |
| Participation rate | 84.0% | 49.4%+34.7pp | 67.5%+16.5pp | 67.2%+16.8pp |
| Annual return | -24.30% | 26.32%-50.6pp | 66.75%-91.1pp | 1370.56%-1394.9pp |
| Employer contribution / active EE | $2,623 | $1,459+79.8% | $2,735-4.1% | $2,626-0.1% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |