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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 | $29,118 | $74,024-60.7% | $78,002-62.7% | $57,658-49.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | -30.96% | 12.14%-43.1pp | 425.99%-456.9pp | 5.13%-36.1pp |
| Employer contribution / active EE | $7,593 | $2,365+221.0% | $2,470+207.4% | $1,974+284.7% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |