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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 | $47,635 | $51,244-7.0% | $80,977-41.2% | $55,167-13.7% |
| Participation rate | 94.7% | 71.7%+23.0pp | 75.8%+18.9pp | 69.0%+25.7pp |
| Annual return | -20.96% | 17.39%-38.4pp | 17.11%-38.1pp | 169.23%-190.2pp |
| Employer contribution / active EE | $8,514 | $1,770+380.9% | $3,715+129.2% | $1,963+333.8% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |