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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 | $22,271 | $55,441-59.8% | $76,002-70.7% | $77,671-71.3% |
| Participation rate | 98.6% | 63.6%+35.0pp | 69.1%+29.5pp | 70.6%+28.0pp |
| Annual return | -22.90% | 17.08%-40.0pp | 360.07%-383.0pp | 31.21%-54.1pp |
| Employer contribution / active EE | $9,895 | $1,789+453.0% | $2,688+268.1% | $2,726+262.9% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $4,257-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $407-99.9% | $6,414-100.0% | $430-99.9% |