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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 | $43,322 | $133,467-67.5% | $75,784-42.8% | - |
| Participation rate | 98.0% | 60.6%+37.4pp | 75.8%+22.2pp | - |
| Annual return | -28.02% | -2.40%-25.6pp | 9.68%-37.7pp | - |
| Employer contribution / active EE | $7,516 | $1,704+341.0% | $3,323+126.2% | - |
| Participant deferral / active EE | $0 | $2,196-100.0% | $3,652-100.0% | - |
| Admin fee / account holder | $0 | $9,890-100.0% | $5,300-100.0% | - |