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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 | $35,829 | $80,005-55.2% | $140,019-74.4% | $55,725-35.7% |
| Participation rate | 99.9% | 87.0%+12.9pp | 87.5%+12.4pp | 70.9%+29.0pp |
| Annual return | -8.61% | 0.46%-9.1pp | 651.17%-659.8pp | 244.93%-253.5pp |
| Employer contribution / active EE | $2,577 | $3,403-24.3% | $5,605-54.0% | $2,078+24.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |