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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 | $36,515 | $50,464-27.6% | $75,784-51.8% | $52,331-30.2% |
| Participation rate | 82.9% | 66.8%+16.2pp | 75.8%+7.1pp | 68.1%+14.8pp |
| Annual return | -43.87% | 1.03%-44.9pp | 9.68%-53.6pp | 4.54%-48.4pp |
| Employer contribution / active EE | $9,040 | $1,988+354.7% | $3,323+172.0% | $1,882+380.4% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |