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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 | $57,320 | $89,067-35.6% | $102,423-44.0% | $77,714-26.2% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.1pp |
| Annual return | -56.29% | 25.01%-81.3pp | 29.42%-85.7pp | 31.26%-87.5pp |
| Employer contribution / active EE | $7,503 | $2,699+178.0% | $3,023+148.2% | $2,727+175.2% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |