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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 | $27,019 | $47,977-43.7% | $154,108-82.5% | $56,289-52.0% |
| Participation rate | 95.6% | 66.2%+29.4pp | 83.0%+12.5pp | 69.9%+25.7pp |
| Annual return | -6.99% | 3.54%-10.5pp | 735.21%-742.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $4,488 | $2,169+106.9% | $5,298-15.3% | $2,111+112.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |