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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 | $29,106 | $53,165-45.3% | $86,235-66.2% | $74,473-60.9% |
| Participation rate | 98.2% | 64.9%+33.4pp | 69.0%+29.3pp | 70.7%+27.5pp |
| Annual return | -9.58% | 22.64%-32.2pp | 1170.03%-1179.6pp | 34.36%-43.9pp |
| Employer contribution / active EE | $2,329 | $1,210+92.5% | $2,381-2.2% | $2,638-11.7% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,987-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,856-100.0% | $347-100.0% |