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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 | $21,244 | $55,449-61.7% | $83,831-74.7% | $56,289-62.3% |
| Participation rate | 99.4% | 68.0%+31.4pp | 76.1%+23.3pp | 69.9%+29.6pp |
| Annual return | -28.44% | -1.38%-27.1pp | 850.99%-879.4pp | -9.96%-18.5pp |
| Employer contribution / active EE | $6,220 | $2,430+155.9% | $3,631+71.3% | $2,111+194.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |