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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 | $35,192 | $79,694-55.8% | $96,192-63.4% | $79,389-55.7% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | -11.81% | 40.84%-52.7pp | 192.09%-203.9pp | 116.89%-128.7pp |
| Employer contribution / active EE | $1,306 | $1,443-9.5% | $2,799-53.4% | $2,428-46.2% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,351-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $5,539-100.0% | $626-100.0% |