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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 | $40,981 | $63,114-35.1% | $92,915-55.9% | $65,186-37.1% |
| Participation rate | 98.4% | 68.8%+29.6pp | 76.0%+22.4pp | 70.2%+28.2pp |
| Annual return | -17.53% | 28.75%-46.3pp | 109.45%-127.0pp | 29.39%-46.9pp |
| Employer contribution / active EE | $12,678 | $2,571+393.2% | $3,653+247.0% | $2,177+482.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |