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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 | $48,370 | $54,690-11.6% | $76,030-36.4% | $74,478-35.1% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | -1.59% | 31.92%-33.5pp | 361.54%-363.1pp | 1370.56%-1372.2pp |
| Employer contribution / active EE | $10,854 | $1,781+509.4% | $2,688+303.8% | $2,626+313.3% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,240-100.0% | $6,421-100.0% | $1,946-100.0% |