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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 | $51,313 | $81,233-36.8% | $155,567-67.0% | $80,874-36.6% |
| Participation rate | 93.2% | 66.2%+26.9pp | 78.2%+15.0pp | 67.6%+25.5pp |
| Annual return | -44.31% | 33.33%-77.6pp | 64.74%-109.0pp | 35.62%-79.9pp |
| Employer contribution / active EE | $10,562 | $3,101+240.6% | $4,674+126.0% | $2,756+283.3% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |