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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 | $62,090 | $69,383-10.5% | $101,275-38.7% | $73,497-15.5% |
| Participation rate | 98.4% | 68.4%+30.0pp | 75.8%+22.6pp | 70.7%+27.7pp |
| Annual return | -37.04% | 18.46%-55.5pp | 46.48%-83.5pp | 28.51%-65.6pp |
| Employer contribution / active EE | $24,797 | $2,628+843.4% | $3,660+577.5% | $2,270+992.3% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |