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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 | $26,863 | $77,677-65.4% | $109,188-75.4% | $79,389-66.2% |
| Participation rate | 99.3% | 67.8%+31.5pp | 75.9%+23.4pp | 70.7%+28.5pp |
| Annual return | -30.96% | 23.44%-54.4pp | 25.76%-56.7pp | 116.89%-147.9pp |
| Employer contribution / active EE | $10,654 | $2,798+280.8% | $3,723+186.2% | $2,428+338.8% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |