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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 | $39,510 | $98,776-60.0% | $149,745-73.6% | $79,856-50.5% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | -8.54% | 27.38%-35.9pp | 276.72%-285.3pp | 31.71%-40.2pp |
| Employer contribution / active EE | $3,431 | $3,217+6.6% | $4,646-26.2% | $2,471+38.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |