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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 | $33,916 | $45,119-24.8% | $85,126-60.2% | $74,429-54.4% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | -22.78% | 26.28%-49.1pp | 66.63%-89.4pp | 1368.38%-1391.2pp |
| Employer contribution / active EE | $1,847 | $1,460+26.5% | $2,731-32.4% | $2,625-29.6% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |