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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 | $47,828 | $54,193-11.7% | $93,669-48.9% | $77,714-38.5% |
| Participation rate | 97.8% | 63.9%+33.8pp | 68.7%+29.1pp | 70.6%+27.2pp |
| Annual return | -34.46% | 30.54%-65.0pp | 133.59%-168.1pp | 31.26%-65.7pp |
| Employer contribution / active EE | $723 | $1,168-38.1% | $2,424-70.2% | $2,727-73.5% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |