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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 | $41,352 | $45,109-8.3% | $85,240-51.5% | $77,762-46.8% |
| Participation rate | 97.7% | 48.7%+49.1pp | 67.5%+30.2pp | 70.6%+27.2pp |
| Annual return | -14.50% | 79.55%-94.1pp | 66.75%-81.3pp | 31.27%-45.8pp |
| Employer contribution / active EE | $7,113 | $1,602+344.1% | $2,735+160.1% | $2,728+160.7% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $915-100.0% | $6,165-100.0% | $433-100.0% |