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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 | $20,749 | $56,894-63.5% | $84,753-75.5% | $62,881-67.0% |
| Participation rate | 96.0% | 68.5%+27.5pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | -45.96% | 6.30%-52.3pp | 22.78%-68.7pp | 20.14%-66.1pp |
| Employer contribution / active EE | $15,750 | $2,400+556.3% | $3,574+340.6% | $2,281+590.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |