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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 | $31,123 | $77,677-59.9% | $109,188-71.5% | $79,389-60.8% |
| Participation rate | 97.6% | 67.8%+29.8pp | 75.9%+21.7pp | 70.7%+26.9pp |
| Annual return | -64.56% | 23.44%-88.0pp | 25.76%-90.3pp | 116.89%-181.5pp |
| Employer contribution / active EE | $25,354 | $2,798+806.1% | $3,723+581.0% | $2,428+944.3% |
| 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% |