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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 | $10,669 | $58,311-81.7% | $81,882-87.0% | $80,959-86.8% |
| Participation rate | 98.3% | 63.5%+34.8pp | 72.4%+25.9pp | 67.7%+30.7pp |
| Annual return | -27.19% | 41.85%-69.0pp | 779.47%-806.7pp | 35.67%-62.9pp |
| Employer contribution / active EE | $5,609 | $2,347+139.0% | $2,916+92.4% | $2,757+103.4% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |