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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 | $42,983 | $101,672-57.7% | $147,117-70.8% | $74,478-42.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -3.29% | 8757.83%-8761.1pp | 420.54%-423.8pp | 1370.56%-1373.9pp |
| Employer contribution / active EE | $2,219 | $3,813-41.8% | $4,932-55.0% | $2,626-15.5% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2 | $1,753-99.9% | $12,993-100.0% | $1,946-99.9% |