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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 | $61,418 | $83,369-26.3% | $105,223-41.6% | $67,986-9.7% |
| Participation rate | 98.6% | 56.3%+42.3pp | 75.0%+23.6pp | 57.2%+41.4pp |
| Annual return | -34.10% | 24.64%-58.7pp | 180.65%-214.8pp | 31.67%-65.8pp |
| Employer contribution / active EE | $6,750 | $2,541+165.7% | $3,689+83.0% | $2,019+234.4% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |