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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 | $34,410 | $51,207-32.8% | $70,565-51.2% | $75,177-54.2% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | -40.72% | 30.05%-70.8pp | 32.79%-73.5pp | 160.75%-201.5pp |
| Employer contribution / active EE | $11,960 | $1,826+554.8% | $2,976+301.9% | $2,671+347.8% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,097-100.0% | $6,430-100.0% | $5,651-100.0% |