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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 | $44,201 | $76,696-42.4% | $96,538-54.2% | $71,529-38.2% |
| Participation rate | 99.0% | 66.6%+32.4pp | 74.3%+24.7pp | 67.9%+31.1pp |
| Annual return | -51.57% | 48.32%-99.9pp | 35.74%-87.3pp | 28.97%-80.5pp |
| Employer contribution / active EE | $8,524 | $3,032+181.2% | $3,740+127.9% | $2,590+229.1% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |