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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 | $52,808 | $54,590-3.3% | $81,726-35.4% | $73,497-28.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | -40.30% | 17.74%-58.0pp | 29.49%-69.8pp | 28.51%-68.8pp |
| Employer contribution / active EE | $24,414 | $1,636+1392.3% | $4,311+466.3% | $2,270+975.4% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $5,160-100.0% | $513-100.0% |