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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 | $8,002 | $29,546-72.9% | $56,441-85.8% | $77,671-89.7% |
| Participation rate | 93.3% | 32.7%+60.7pp | 52.5%+40.9pp | 70.6%+22.8pp |
| Annual return | -10.48% | 19.01%-29.5pp | 1704.21%-1714.7pp | 31.21%-41.7pp |
| Employer contribution / active EE | $457 | $568-19.5% | $1,039-56.0% | $2,726-83.2% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,953-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1 | $1,046-99.9% | $2,829-100.0% | $430-99.9% |