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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 | $81,446-44.3% | $103,374-56.1% | $80,874-43.9% |
| Participation rate | 98.1% | 66.9%+31.3pp | 74.5%+23.6pp | 67.6%+30.5pp |
| Annual return | -68.58% | 25.57%-94.1pp | 24.89%-93.5pp | 35.62%-104.2pp |
| Employer contribution / active EE | $49,181 | $3,107+1482.8% | $3,869+1171.0% | $2,756+1684.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |