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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 | $21,254 | $39,973-46.8% | $79,580-73.3% | $77,906-72.7% |
| Participation rate | 99.6% | 64.6%+35.0pp | 69.5%+30.1pp | 73.7%+25.9pp |
| Annual return | -39.18% | 3.42%-42.6pp | 0.15%-39.3pp | 12.16%-51.3pp |
| Employer contribution / active EE | $5,271 | $1,088+384.6% | $2,413+118.4% | $2,846+85.2% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,985-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $6,835-100.0% | $133-100.0% |