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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 | $36,260 | $64,729-44.0% | $112,263-67.7% | $68,490-47.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -47.14% | -11.40%-35.7pp | 27.49%-74.6pp | -7.85%-39.3pp |
| Employer contribution / active EE | $11,398 | $2,746+315.1% | $3,636+213.5% | $2,597+338.9% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |