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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 | $55,402-59.8% | $76,089-70.7% | $77,714-71.3% |
| Participation rate | 98.6% | 63.6%+35.0pp | 69.1%+29.5pp | 70.6%+28.0pp |
| Annual return | -22.90% | 17.09%-40.0pp | 360.94%-383.8pp | 31.26%-54.2pp |
| Employer contribution / active EE | $9,895 | $1,789+453.0% | $2,690+267.8% | $2,727+262.9% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $410-99.9% | $6,418-100.0% | $433-99.9% |