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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 | $52,128 | $86,341-39.6% | $125,195-58.4% | $65,186-20.0% |
| Participation rate | 97.5% | 75.3%+22.2pp | 79.8%+17.7pp | 70.2%+27.3pp |
| Annual return | -73.70% | 27.44%-101.1pp | 43.79%-117.5pp | 29.39%-103.1pp |
| Employer contribution / active EE | $19,745 | $2,040+868.1% | $3,866+410.7% | $2,177+807.1% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |