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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 | $47,769 | $64,176-25.6% | $112,263-57.4% | $66,949-28.6% |
| Participation rate | 99.0% | 68.4%+30.6pp | 75.1%+24.0pp | 69.8%+29.2pp |
| Annual return | -63.21% | -13.80%-49.4pp | 27.49%-90.7pp | 1.57%-64.8pp |
| Employer contribution / active EE | $24,893 | $3,007+727.9% | $3,636+584.6% | $2,545+878.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |