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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 | $27,553 | $55,347-50.2% | $120,580-77.1% | $200,096-86.2% |
| Participation rate | 100.0% | 52.9%+47.1pp | 72.0%+28.0pp | 72.0%+28.0pp |
| Annual return | -22.32% | 15.37%-37.7pp | 107.48%-129.8pp | 34.26%-56.6pp |
| Employer contribution / active EE | $4,032 | $1,296+211.2% | $3,469+16.2% | $3,038+32.7% |
| Participant deferral / active EE | $0 | $2,350-100.0% | $4,995-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $9,418-100.0% | $269-100.0% |