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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 | $23,114 | $41,150-43.8% | $80,627-71.3% | $71,511-67.7% |
| Participation rate | 87.9% | 50.3%+37.6pp | 67.0%+20.9pp | 67.9%+19.9pp |
| Annual return | -11.58% | 38.48%-50.1pp | 936.76%-948.3pp | 28.86%-40.4pp |
| Employer contribution / active EE | $4,324 | $1,515+185.4% | $2,723+58.8% | $2,589+67.0% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,381-100.0% | $1,588-100.0% |