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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 | $44,629 | $80,983-44.9% | $96,544-53.8% | $75,177-40.6% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | -48.31% | 27.05%-75.4pp | 25.88%-74.2pp | 160.75%-209.1pp |
| Employer contribution / active EE | $14,581 | $2,282+538.9% | $2,966+391.6% | $2,671+445.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,254-100.0% | $5,651-100.0% |