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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 | $45,351 | $81,504-44.4% | $102,437-55.7% | $80,959-44.0% |
| Participation rate | 98.1% | 66.9%+31.3pp | 74.5%+23.6pp | 67.7%+30.4pp |
| Annual return | -68.58% | 25.60%-94.2pp | 24.95%-93.5pp | 35.67%-104.2pp |
| Employer contribution / active EE | $49,181 | $3,104+1484.7% | $3,871+1170.6% | $2,757+1683.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |