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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 | $17,522 | $35,986-51.3% | $77,552-77.4% | $73,497-76.2% |
| Participation rate | 97.3% | 40.8%+56.4pp | 54.2%+43.1pp | 70.7%+26.6pp |
| Annual return | -11.54% | 19.26%-30.8pp | 54.82%-66.4pp | 28.51%-40.1pp |
| Employer contribution / active EE | $2,909 | $557+421.9% | $987+194.9% | $2,270+28.2% |
| Participant deferral / active EE | $0 | $1,198-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $466-100.0% | $2,859-100.0% | $513-100.0% |