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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 | $61,215 | $84,940-27.9% | $111,306-45.0% | $79,389-22.9% |
| Participation rate | 92.5% | 75.9%+16.6pp | 77.3%+15.2pp | 70.7%+21.8pp |
| Annual return | -60.57% | 17.45%-78.0pp | 54.67%-115.2pp | 116.89%-177.5pp |
| Employer contribution / active EE | $11,410 | $1,979+476.4% | $2,732+317.6% | $2,428+369.9% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |