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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 | $49,121 | $75,388-34.8% | $123,553-60.2% | $55,725-11.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -8.19% | 4.48%-12.7pp | 119.21%-127.4pp | 244.93%-253.1pp |
| Employer contribution / active EE | $10,718 | $3,063+249.9% | $4,628+131.6% | $2,078+415.8% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |