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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 | $36,563 | $41,150-11.1% | $80,627-54.7% | $71,511-48.9% |
| Participation rate | 100.0% | 50.3%+49.7pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | -7.15% | 38.48%-45.6pp | 936.76%-943.9pp | 28.86%-36.0pp |
| Employer contribution / active EE | $482 | $1,515-68.2% | $2,723-82.3% | $2,589-81.4% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,381-100.0% | $1,588-100.0% |