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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 | $33,356 | $69,383-51.9% | $101,275-67.1% | $73,497-54.6% |
| Participation rate | 98.4% | 68.4%+30.0pp | 75.8%+22.6pp | 70.7%+27.7pp |
| Annual return | -94.73% | 18.46%-113.2pp | 46.48%-141.2pp | 28.51%-123.2pp |
| Employer contribution / active EE | $33,343 | $2,628+1168.6% | $3,660+811.0% | $2,270+1368.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |