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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 | $45,119-66.3% | $85,126-82.1% | $74,429-79.6% |
| Participation rate | 84.0% | 49.4%+34.7pp | 67.5%+16.5pp | 67.2%+16.8pp |
| Annual return | -24.30% | 26.28%-50.6pp | 66.63%-90.9pp | 1368.38%-1392.7pp |
| Employer contribution / active EE | $2,623 | $1,460+79.6% | $2,731-4.0% | $2,625-0.1% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |