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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 | $49,049 | $93,182-47.4% | $146,647-66.6% | $79,389-38.2% |
| Participation rate | 99.1% | 76.4%+22.7pp | 80.1%+19.1pp | 70.7%+28.4pp |
| Annual return | -43.96% | 21.61%-65.6pp | 22.75%-66.7pp | 116.89%-160.9pp |
| Employer contribution / active EE | $4,829 | $2,420+99.6% | $4,137+16.7% | $2,428+98.9% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |