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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 | $28,694 | $63,905-55.1% | $74,184-61.3% | $57,658-50.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -7.89% | 60.60%-68.5pp | 17.74%-25.6pp | 5.13%-13.0pp |
| Employer contribution / active EE | $5,430 | $1,840+195.0% | $2,370+129.1% | $1,974+175.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |