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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 | $29,848 | $64,176-53.5% | $112,263-73.4% | $66,949-55.4% |
| Participation rate | 98.1% | 68.4%+29.6pp | 75.1%+23.0pp | 69.8%+28.2pp |
| Annual return | -54.84% | -13.80%-41.0pp | 27.49%-82.3pp | 1.57%-56.4pp |
| Employer contribution / active EE | $29,063 | $3,007+866.6% | $3,636+699.3% | $2,545+1041.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |