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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 | $19,195 | $37,463-48.8% | $77,100-75.1% | $66,949-71.3% |
| Participation rate | 95.8% | 52.9%+42.9pp | 67.9%+27.9pp | 69.8%+26.0pp |
| Annual return | -30.43% | -3.25%-27.2pp | 42.35%-72.8pp | 1.57%-32.0pp |
| Employer contribution / active EE | $7,350 | $1,535+378.8% | $2,815+161.1% | $2,545+188.8% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,430-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,443-100.0% | $594-100.0% |