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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 | $72,278 | $88,186-18.0% | $165,071-56.2% | $74,459-2.9% |
| Participation rate | 91.8% | 73.1%+18.7pp | 78.6%+13.2pp | 67.2%+24.6pp |
| Annual return | -8.77% | 17.13%-25.9pp | 70.17%-78.9pp | 1369.70%-1378.5pp |
| Employer contribution / active EE | $4,403 | $2,600+69.3% | $4,347+1.3% | $2,626+67.7% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $67 | $2,234-97.0% | $12,695-99.5% | $1,945-96.6% |