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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 | $69,255-52.2% | $133,346-75.2% | $69,255-52.2% |
| Participation rate | 97.7% | 69.0%+28.7pp | 72.8%+24.9pp | 69.0%+28.7pp |
| Annual return | -35.71% | 26.73%-62.4pp | 36.85%-72.6pp | 26.73%-62.4pp |
| Employer contribution / active EE | $849 | $2,645-67.9% | $2,853-70.3% | $2,645-67.9% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $4,332-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $733-99.9% | $14,264-100.0% | $733-99.9% |