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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 | $44,830 | $49,451-9.3% | $79,576-43.7% | $66,930-33.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -25.38% | 84.25%-109.6pp | 0.15%-25.5pp | 1.57%-27.0pp |
| Employer contribution / active EE | $8,644 | $1,266+583.0% | $2,413+258.2% | $2,545+239.6% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,834-100.0% | $593-100.0% |