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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 | $40,363 | $62,177-35.1% | $81,370-50.4% | $74,478-45.8% |
| Participation rate | 93.5% | 64.1%+29.5pp | 69.5%+24.0pp | 67.2%+26.3pp |
| Annual return | -23.96% | 16.62%-40.6pp | 24.85%-48.8pp | 1370.56%-1394.5pp |
| Employer contribution / active EE | $6,904 | $1,881+267.0% | $2,464+180.2% | $2,626+162.9% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,927-100.0% | $5,749-100.0% | $1,946-100.0% |