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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 | $31,389 | $51,244-38.7% | $80,977-61.2% | $55,167-43.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | -15.41% | 17.39%-32.8pp | 17.11%-32.5pp | 169.23%-184.6pp |
| Employer contribution / active EE | $6,222 | $1,770+251.5% | $3,715+67.5% | $1,963+217.0% |
| Participant deferral / active EE | $0 | $4,418-100.0% | $5,696-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |