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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 | $39,906 | $63,114-36.8% | $92,915-57.1% | $65,186-38.8% |
| Participation rate | 93.1% | 68.8%+24.3pp | 76.0%+17.1pp | 70.2%+22.9pp |
| Annual return | -50.54% | 28.75%-79.3pp | 109.45%-160.0pp | 29.39%-79.9pp |
| Employer contribution / active EE | $13,443 | $2,571+423.0% | $3,653+268.0% | $2,177+517.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $624-99.6% | $5,796-100.0% | $847-99.7% |