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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 | $32,443 | $80,763-59.8% | $102,412-68.3% | $74,459-56.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | -30.77% | 27.57%-58.3pp | 24.94%-55.7pp | 1369.70%-1400.5pp |
| Employer contribution / active EE | $1,312 | $3,160-58.5% | $3,870-66.1% | $2,626-50.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |