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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 | $19,585 | $65,125-69.9% | $143,797-86.4% | $66,949-70.7% |
| Participation rate | 98.2% | 65.2%+33.0pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | -37.33% | -11.13%-26.2pp | -0.04%-37.3pp | 1.57%-38.9pp |
| Employer contribution / active EE | $2,641 | $2,362+11.8% | $4,952-46.7% | $2,545+3.8% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |