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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 | $26,218 | $46,745-43.9% | $60,547-56.7% | $52,331-49.9% |
| Participation rate | 97.5% | 58.6%+39.0pp | 68.0%+29.6pp | 68.1%+29.4pp |
| Annual return | -45.82% | 0.61%-46.4pp | 335.64%-381.5pp | 4.54%-50.4pp |
| Employer contribution / active EE | $2,183 | $1,259+73.4% | $2,419-9.8% | $1,882+16.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $3 | $537-99.4% | $4,536-99.9% | $592-99.5% |