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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 | $16,313 | $59,123-72.4% | $77,183-78.9% | $75,181-78.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | -2.30% | 26.72%-29.0pp | 37.89%-40.2pp | 160.69%-163.0pp |
| Employer contribution / active EE | $4,720 | $1,996+136.5% | $2,534+86.3% | $2,671+76.8% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,776-100.0% | $5,475-100.0% | $5,650-100.0% |