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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 | $35,130 | $65,434-46.3% | $98,483-64.3% | $85,847-59.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | -6.91% | 21.75%-28.7pp | 1494.38%-1501.3pp | 318.61%-325.5pp |
| Employer contribution / active EE | $5,248 | $2,169+142.0% | $2,961+77.3% | $2,565+104.6% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |