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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 | $34,361 | $80,748-57.4% | $102,383-66.4% | $74,429-53.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | -30.62% | 27.57%-58.2pp | 24.94%-55.6pp | 1368.38%-1399.0pp |
| Employer contribution / active EE | $9,757 | $3,159+208.8% | $3,870+152.1% | $2,625+271.7% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $292 | $2,371-87.7% | $8,391-96.5% | $1,944-85.0% |