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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 | $62,166-35.1% | $81,286-50.3% | $74,429-45.8% |
| Participation rate | 93.5% | 64.1%+29.5pp | 69.5%+24.0pp | 67.2%+26.3pp |
| Annual return | -23.96% | 16.50%-40.5pp | 24.80%-48.8pp | 1368.38%-1392.3pp |
| Employer contribution / active EE | $6,904 | $1,881+267.0% | $2,463+180.3% | $2,625+163.0% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,925-100.0% | $5,764-100.0% | $1,944-100.0% |