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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 | $19,901 | $40,174-50.5% | $84,023-76.3% | $67,582-70.6% |
| Participation rate | 92.9% | 62.7%+30.2pp | 69.0%+23.9pp | 71.3%+21.6pp |
| Annual return | -8.24% | 25.82%-34.1pp | 71.32%-79.6pp | 378.57%-386.8pp |
| Employer contribution / active EE | $1,738 | $808+115.2% | $1,984-12.4% | $2,148-19.1% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $6 | $128-95.5% | $6,102-99.9% | $142-96.0% |