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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 | $51,811 | $83,090-37.6% | $130,062-60.2% | $71,529-27.6% |
| Participation rate | 99.1% | 74.1%+24.9pp | 78.5%+20.6pp | 67.9%+31.1pp |
| Annual return | -23.04% | 20.61%-43.6pp | -137.37%+114.3pp | 28.97%-52.0pp |
| Employer contribution / active EE | $6,495 | $2,624+147.6% | $4,322+50.3% | $2,590+150.8% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |