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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 | $33,503 | $83,485-59.9% | $125,195-73.2% | $72,976-54.1% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.7pp | 69.5%+25.0pp |
| Annual return | -45.31% | 25.77%-71.1pp | 43.79%-89.1pp | 81.02%-126.3pp |
| Employer contribution / active EE | $7,113 | $2,346+203.2% | $3,866+84.0% | $2,440+191.5% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |