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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 | $28,101 | $59,267-52.6% | $96,575-70.9% | $79,393-64.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | -44.77% | 27.08%-71.8pp | 37.79%-82.6pp | 116.87%-161.6pp |
| Employer contribution / active EE | $9,169 | $1,216+654.1% | $2,357+289.1% | $2,428+277.7% |
| Participant deferral / active EE | $0 | $2,947-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |