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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 | $45,239 | $95,453-52.6% | $112,040-59.6% | $82,448-45.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -26.92% | 23.92%-50.8pp | 24.52%-51.4pp | 41.64%-68.6pp |
| Employer contribution / active EE | $17,498 | $2,318+654.9% | $2,954+492.3% | $2,551+585.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |