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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 | $38,980 | $51,202-23.9% | $70,548-44.7% | $75,181-48.2% |
| Participation rate | 98.4% | 61.0%+37.4pp | 68.3%+30.0pp | 67.2%+31.2pp |
| Annual return | -17.95% | 30.05%-48.0pp | 32.78%-50.7pp | 160.69%-178.6pp |
| Employer contribution / active EE | $16,601 | $1,827+808.8% | $2,975+458.0% | $2,671+521.6% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,094-100.0% | $6,424-100.0% | $5,650-100.0% |