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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 | $42,527 | $54,573-22.1% | $90,970-53.3% | $73,497-42.1% |
| Participation rate | 90.8% | 61.2%+29.6pp | 69.0%+21.8pp | 70.7%+20.1pp |
| Annual return | -7.95% | 16.69%-24.6pp | 134.60%-142.5pp | 28.51%-36.5pp |
| Employer contribution / active EE | $8,730 | $991+780.6% | $2,122+311.4% | $2,270+284.6% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,961-100.0% | $513-100.0% |