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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 | $33,707 | $54,370-38.0% | $82,763-59.3% | $68,490-50.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -40.59% | -13.67%-26.9pp | 702.45%-743.0pp | -7.85%-32.7pp |
| Employer contribution / active EE | $10,219 | $2,219+360.5% | $3,008+239.7% | $2,597+293.5% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |