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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 | $29,469 | $79,955-63.1% | $98,461-70.1% | $75,173-60.8% |
| Participation rate | 96.7% | 70.4%+26.3pp | 75.2%+21.5pp | 67.2%+29.5pp |
| Annual return | -30.88% | 19.75%-50.6pp | 21.17%-52.1pp | 160.72%-191.6pp |
| Employer contribution / active EE | $14,233 | $2,264+528.6% | $3,049+366.9% | $2,671+432.9% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,841-100.0% | $8,961-100.0% | $5,651-100.0% |