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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 | $19,599 | $30,437-35.6% | $56,033-65.0% | $74,459-73.7% |
| Participation rate | 99.6% | 32.9%+66.7pp | 52.5%+47.1pp | 67.2%+32.4pp |
| Annual return | -18.10% | 24.96%-43.1pp | 1711.38%-1729.5pp | 1369.70%-1387.8pp |
| Employer contribution / active EE | $2,008 | $610+229.3% | $1,041+92.9% | $2,626-23.5% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,954-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,827-100.0% | $1,945-100.0% |