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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 | $21,385 | $91,198-76.6% | $178,503-88.0% | $79,856-73.2% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.0pp |
| Annual return | -12.20% | 24.20%-36.4pp | 151.12%-163.3pp | 31.71%-43.9pp |
| Employer contribution / active EE | $2,288 | $3,257-29.8% | $5,011-54.3% | $2,471-7.4% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |