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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 | $83,114 | $136,307-39.0% | $177,840-53.3% | $73,493+13.1% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.7%+11.4pp | 70.7%+28.4pp |
| Annual return | -31.93% | 18.68%-50.6pp | 48.32%-80.3pp | 28.51%-60.4pp |
| Employer contribution / active EE | $13,383 | $3,712+260.5% | $5,919+126.1% | $2,270+489.5% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |