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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 | $58,234-81.7% | $81,783-87.0% | $80,874-86.8% |
| Participation rate | 98.3% | 63.4%+34.9pp | 72.4%+26.0pp | 67.6%+30.7pp |
| Annual return | -27.19% | 41.70%-68.9pp | 775.05%-802.2pp | 35.62%-62.8pp |
| Employer contribution / active EE | $5,609 | $2,341+139.6% | $2,913+92.6% | $2,756+103.6% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |