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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 | $37,018 | $79,694-53.6% | $96,192-61.5% | $79,389-53.4% |
| Participation rate | 89.6% | 54.0%+35.6pp | 68.4%+21.2pp | 70.7%+18.9pp |
| Annual return | -2.84% | 40.84%-43.7pp | 192.09%-194.9pp | 116.89%-119.7pp |
| Employer contribution / active EE | $3,354 | $1,443+132.4% | $2,799+19.8% | $2,428+38.2% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,351-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $630-99.8% | $5,539-100.0% | $626-99.8% |