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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 | $57,030 | $58,726-2.9% | $92,240-38.2% | $62,293-8.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -17.17% | 43.62%-60.8pp | 176.29%-193.5pp | 28.90%-46.1pp |
| Employer contribution / active EE | $8,519 | $2,392+256.2% | $3,680+131.5% | $2,042+317.1% |
| 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% |