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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 | $57,061-61.3% | $85,063-74.1% | $80,911-72.7% |
| Participation rate | 92.6% | 56.3%+36.3pp | 67.5%+25.1pp | 67.6%+25.0pp |
| Annual return | -49.20% | 21.66%-70.9pp | 66.54%-115.7pp | 35.63%-84.8pp |
| Employer contribution / active EE | $18,509 | $1,799+929.0% | $2,727+578.7% | $2,756+571.6% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,155-100.0% | $6,935-100.0% |