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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 | $33,045 | $50,199-34.2% | $69,890-52.7% | $66,949-50.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -53.08% | -13.85%-39.2pp | 190.84%-243.9pp | 1.57%-54.6pp |
| Employer contribution / active EE | $28,405 | $1,864+1423.8% | $2,560+1009.4% | $2,545+1015.9% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,267-100.0% | $594-100.0% |