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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 | $54,866 | $58,726-6.6% | $92,240-40.5% | $62,293-11.9% |
| Participation rate | 79.5% | 68.3%+11.2pp | 76.5%+3.0pp | 69.5%+10.0pp |
| Annual return | -33.09% | 43.62%-76.7pp | 176.29%-209.4pp | 28.90%-62.0pp |
| Employer contribution / active EE | $2,481 | $2,392+3.7% | $3,680-32.6% | $2,042+21.5% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |