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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 | $51,161 | $59,584-14.1% | $86,615-40.9% | $79,391-35.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | -21.03% | 23.15%-44.2pp | 63.51%-84.5pp | 116.88%-137.9pp |
| Employer contribution / active EE | $27,758 | $1,768+1470.3% | $2,496+1012.3% | $2,428+1043.3% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $604-100.0% | $5,830-100.0% | $627-100.0% |