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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 | $55,775 | $71,192-21.7% | $117,861-52.7% | $62,293-10.5% |
| Participation rate | 97.2% | 74.2%+23.0pp | 79.7%+17.5pp | 69.5%+27.7pp |
| Annual return | -35.86% | 18.66%-54.5pp | 335.11%-371.0pp | 28.90%-64.8pp |
| Employer contribution / active EE | $14,027 | $1,934+625.4% | $3,786+270.5% | $2,042+586.9% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $7 | $587-98.8% | $8,021-99.9% | $479-98.5% |