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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 | $23,307 | $40,113-41.9% | $84,021-72.3% | $77,775-70.0% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.0%+31.0pp | 73.2%+26.8pp |
| Annual return | -10.98% | 23.27%-34.2pp | 71.32%-82.3pp | 32.58%-43.6pp |
| Employer contribution / active EE | $2,719 | $847+221.0% | $1,984+37.1% | $2,504+8.6% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $6,102-100.0% | $100-100.0% |