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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 | $22,479 | $51,466-56.3% | $78,778-71.5% | $62,293-63.9% |
| Participation rate | 97.7% | 59.8%+37.9pp | 69.2%+28.5pp | 69.5%+28.2pp |
| Annual return | -50.13% | 19.96%-70.1pp | 35.62%-85.7pp | 28.90%-79.0pp |
| Employer contribution / active EE | $7,749 | $827+836.6% | $1,986+290.2% | $2,042+279.4% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |