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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 | $26,897 | $80,753-66.7% | $136,298-80.3% | $62,293-56.8% |
| Participation rate | 85.2% | 73.5%+11.6pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | -2.60% | 35.83%-38.4pp | 5156.27%-5158.9pp | 28.90%-31.5pp |
| Employer contribution / active EE | $3,105 | $2,884+7.7% | $4,696-33.9% | $2,042+52.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |