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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 | $38,550 | $70,418-45.3% | $96,570-60.1% | $85,847-55.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | -12.97% | 18.59%-31.6pp | 37.79%-50.8pp | 318.61%-331.6pp |
| Employer contribution / active EE | $2,532 | $1,413+79.1% | $2,357+7.4% | $2,565-1.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,995-100.0% | $6,182-100.0% | $6,261-100.0% |