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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 | $47,120 | $65,223-27.8% | $80,022-41.1% | $55,725-15.4% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -9.62% | 7.59%-17.2pp | 11.22%-20.8pp | 244.93%-254.6pp |
| Employer contribution / active EE | $4,021 | $2,544+58.1% | $2,468+62.9% | $2,078+93.5% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |