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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 | $40,002 | $68,544-41.6% | $115,752-65.4% | $69,631-42.6% |
| Participation rate | 97.3% | 74.0%+23.3pp | 77.8%+19.5pp | 70.7%+26.6pp |
| Annual return | -21.95% | 20.97%-42.9pp | 19.41%-41.4pp | 27571.02%-27593.0pp |
| Employer contribution / active EE | $679 | $2,400-71.7% | $3,492-80.6% | $2,032-66.6% |
| Participant deferral / active EE | $0 | $3,887-100.0% | $5,204-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $6,278-100.0% | $110-100.0% |