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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 | $48,502 | $61,214-20.8% | $83,327-41.8% | $56,289-13.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -43.47% | 0.42%-43.9pp | 10.64%-54.1pp | -9.96%-33.5pp |
| Employer contribution / active EE | $8,750 | $1,925+354.4% | $3,379+159.0% | $2,111+314.5% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $5,565-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $512-100.0% | $7,540-100.0% | $521-100.0% |