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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 | $37,214 | $54,213-31.4% | $93,696-60.3% | $77,736-52.1% |
| Participation rate | 98.4% | 64.0%+34.4pp | 68.7%+29.6pp | 70.6%+27.8pp |
| Annual return | -16.44% | 30.55%-47.0pp | 133.74%-150.2pp | 31.26%-47.7pp |
| Employer contribution / active EE | $998 | $1,168-14.6% | $2,422-58.8% | $2,728-63.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,287-100.0% | $433-100.0% |