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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 | $54,213-30.0% | $93,696-59.5% | $77,736-51.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | -25.24% | 30.55%-55.8pp | 133.74%-159.0pp | 31.26%-56.5pp |
| Employer contribution / active EE | $6,722 | $1,168+475.5% | $2,422+177.6% | $2,728+146.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,287-100.0% | $433-100.0% |