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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 | $25,634 | $83,427-69.3% | $115,756-77.9% | $68,486-62.6% |
| Participation rate | 96.7% | 71.9%+24.8pp | 77.1%+19.6pp | 67.9%+28.8pp |
| Annual return | -29.54% | -10.95%-18.6pp | 143.14%-172.7pp | -7.85%-21.7pp |
| Employer contribution / active EE | $4,779 | $3,075+55.4% | $3,793+26.0% | $2,597+84.1% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,708-100.0% | $8,124-100.0% | $5,404-100.0% |