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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 | $50,192-34.0% | $108,359-69.4% | $64,728-48.8% |
| Participation rate | 97.7% | 41.8%+55.9pp | 70.1%+27.6pp | 57.9%+39.8pp |
| Annual return | -35.71% | 14.22%-49.9pp | 36.89%-72.6pp | 49.38%-85.1pp |
| Employer contribution / active EE | $849 | $1,117-24.0% | $2,399-64.6% | $2,243-62.2% |
| Participant deferral / active EE | $0 | $1,676-100.0% | $4,137-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $2,161-100.0% | $9,741-100.0% | $1,145-100.0% |