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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 | $33,656 | $64,176-47.6% | $112,249-70.0% | $66,938-49.7% |
| Participation rate | 88.0% | 68.4%+19.6pp | 75.1%+13.0pp | 69.8%+18.2pp |
| Annual return | -68.67% | -13.80%-54.9pp | 27.48%-96.1pp | 1.58%-70.2pp |
| Employer contribution / active EE | $11,832 | $3,007+293.5% | $3,636+225.4% | $2,545+364.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |