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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 | $21,823 | $52,678-58.6% | $75,784-71.2% | $59,633-63.4% |
| Participation rate | 97.3% | 67.2%+30.1pp | 75.8%+21.5pp | 68.7%+28.7pp |
| Annual return | -10.18% | 2.95%-13.1pp | 9.68%-19.9pp | 2041.45%-2051.6pp |
| Employer contribution / active EE | $15,453 | $2,193+604.5% | $3,323+365.0% | $2,203+601.6% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |