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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 | $46,015 | $78,275-41.2% | $109,191-57.9% | $86,828-47.0% |
| Participation rate | 99.2% | 73.8%+25.4pp | 75.9%+23.4pp | 72.3%+26.9pp |
| Annual return | -17.83% | 19.14%-37.0pp | 25.76%-43.6pp | 97.95%-115.8pp |
| Employer contribution / active EE | $22,251 | $3,105+616.7% | $3,723+497.7% | $2,406+824.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,756-100.0% | $170-100.0% |