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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 | $22,062 | $57,140-61.4% | $85,240-74.1% | $80,959-72.7% |
| Participation rate | 92.6% | 56.4%+36.2pp | 67.5%+25.1pp | 67.7%+25.0pp |
| Annual return | -49.20% | 21.71%-70.9pp | 66.75%-116.0pp | 35.67%-84.9pp |
| Employer contribution / active EE | $18,509 | $1,802+927.2% | $2,735+576.7% | $2,757+571.3% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |