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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 | $58,258-81.7% | $81,820-87.0% | $80,925-86.8% |
| Participation rate | 98.3% | 63.5%+34.9pp | 72.4%+25.9pp | 67.7%+30.7pp |
| Annual return | -27.19% | 41.76%-69.0pp | 777.93%-805.1pp | 35.65%-62.8pp |
| Employer contribution / active EE | $5,609 | $2,345+139.2% | $2,915+92.4% | $2,756+103.5% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |