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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 | $57,167 | $64,138-10.9% | $112,244-49.1% | $66,923-14.6% |
| Participation rate | 98.8% | 68.5%+30.3pp | 75.1%+23.7pp | 69.8%+29.0pp |
| Annual return | -84.07% | -13.81%-70.3pp | 27.46%-111.5pp | 1.58%-85.7pp |
| Employer contribution / active EE | $43,425 | $3,006+1344.5% | $3,635+1094.6% | $2,545+1606.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,411-100.0% | $593-100.0% |