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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 | $37,936 | $54,245-30.1% | $93,727-59.5% | $77,762-51.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | -25.24% | 30.58%-55.8pp | 133.83%-159.1pp | 31.27%-56.5pp |
| Employer contribution / active EE | $6,722 | $1,168+475.7% | $2,421+177.6% | $2,728+146.4% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |