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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 | $25,205 | $37,463-32.7% | $77,096-67.3% | $66,938-62.3% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -67.74% | -3.25%-64.5pp | 42.35%-110.1pp | 1.58%-69.3pp |
| Employer contribution / active EE | $5,497 | $1,535+258.1% | $2,814+95.3% | $2,545+116.0% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,429-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,428-100.0% | $594-100.0% |