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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 | $22,396 | $58,726-61.9% | $92,240-75.7% | $62,293-64.0% |
| Participation rate | 98.8% | 68.3%+30.5pp | 76.5%+22.3pp | 69.5%+29.3pp |
| Annual return | -46.13% | 43.62%-89.7pp | 176.29%-222.4pp | 28.90%-75.0pp |
| Employer contribution / active EE | $7,366 | $2,392+208.0% | $3,680+100.2% | $2,042+260.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |