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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 | $30,503 | $56,438-46.0% | $76,872-60.3% | $71,511-57.3% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | -31.12% | 19.05%-50.2pp | 37.90%-69.0pp | 28.86%-60.0pp |
| Employer contribution / active EE | $28,170 | $1,864+1411.6% | $2,533+1012.0% | $2,589+988.0% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $5,476-100.0% | $1,588-100.0% |