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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 | $13,398 | $60,139-77.7% | $90,461-85.2% | $79,856-83.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | -15.61% | 71.96%-87.6pp | 1294.76%-1310.4pp | 31.71%-47.3pp |
| Employer contribution / active EE | $4,434 | $2,069+114.3% | $3,264+35.9% | $2,471+79.4% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |