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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 | $41,656 | $72,303-42.4% | $86,698-52.0% | $64,824-35.7% |
| Participation rate | 97.0% | 80.4%+16.6pp | 76.6%+20.4pp | 71.5%+25.5pp |
| Annual return | -26.92% | 392.77%-419.7pp | 35.96%-62.9pp | 32.84%-59.8pp |
| Employer contribution / active EE | $3,896 | $2,393+62.8% | $2,837+37.3% | $2,507+55.4% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |