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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 | $24,891 | $57,606-56.8% | $67,313-63.0% | $75,289-66.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | -32.03% | -0.47%-31.6pp | -4.08%-28.0pp | -0.04%-32.0pp |
| Employer contribution / active EE | $281 | $2,206-87.3% | $2,566-89.0% | $2,405-88.3% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $83-100.0% | $4,507-100.0% | $102-100.0% |