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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 | $33,115 | $56,047-40.9% | $98,716-66.5% | $79,634-58.4% |
| Participation rate | 97.7% | 54.6%+43.1pp | 69.3%+28.4pp | 62.5%+35.2pp |
| Annual return | -35.71% | 17.58%-53.3pp | 31.81%-67.5pp | 36.46%-72.2pp |
| Employer contribution / active EE | $849 | $1,237-31.4% | $2,279-62.8% | $2,529-66.4% |
| Participant deferral / active EE | $0 | $2,469-100.0% | $4,048-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,512-100.0% | $8,703-100.0% | $1,002-100.0% |