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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 | $35,632 | $56,640-37.1% | $78,002-54.3% | $55,167-35.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | -5.79% | 2868.48%-2874.3pp | 425.99%-431.8pp | 169.23%-175.0pp |
| Employer contribution / active EE | $1,657 | $1,724-3.9% | $2,470-32.9% | $1,963-15.6% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $467-99.9% | $5,481-100.0% | $504-99.9% |