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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 | $43,455 | $93,598-53.6% | $135,974-68.0% | $75,173-42.2% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.5pp | 67.2%+27.2pp |
| Annual return | -68.79% | 30.89%-99.7pp | 68.30%-137.1pp | 160.72%-229.5pp |
| Employer contribution / active EE | $32,947 | $3,538+831.3% | $4,859+578.1% | $2,671+1133.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |