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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 | $35,178 | $38,365-8.3% | $84,628-58.4% | $65,185-46.0% |
| Participation rate | 99.4% | 55.7%+43.8pp | 68.2%+31.2pp | 70.2%+29.2pp |
| Annual return | -44.61% | 32.00%-76.6pp | 258.80%-303.4pp | 29.38%-74.0pp |
| Employer contribution / active EE | $7,798 | $1,258+519.6% | $2,653+193.9% | $2,177+258.2% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $451-100.0% | $4,914-100.0% | $847-100.0% |