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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 | $34,367 | $46,332-25.8% | $143,797-76.1% | $64,824-47.0% |
| Participation rate | 99.7% | 64.2%+35.5pp | 80.3%+19.4pp | 71.5%+28.2pp |
| Annual return | -44.31% | -10.05%-34.3pp | -0.04%-44.3pp | 32.84%-77.2pp |
| Employer contribution / active EE | $1,413 | $1,911-26.1% | $4,952-71.5% | $2,507-43.7% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |