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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 | $57,868 | $59,006-1.9% | $97,197-40.5% | $74,429-22.3% |
| Participation rate | 94.4% | 63.7%+30.7pp | 72.7%+21.7pp | 67.2%+27.2pp |
| Annual return | -7.90% | 16.04%-23.9pp | 75.47%-83.4pp | 1368.38%-1376.3pp |
| Employer contribution / active EE | $508 | $1,894-73.2% | $2,723-81.3% | $2,625-80.6% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,263-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,637-100.0% | $1,944-100.0% |