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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 | $49,246 | $80,177-38.6% | $123,894-60.3% | $57,658-14.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | -51.61% | 17.90%-69.5pp | 47.52%-99.1pp | 5.13%-56.7pp |
| Employer contribution / active EE | $6,426 | $2,913+120.6% | $4,617+39.2% | $1,974+225.5% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |