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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 | $46,457 | $49,451-6.1% | $79,551-41.6% | $66,923-30.6% |
| Participation rate | 98.7% | 61.3%+37.4pp | 69.5%+29.3pp | 69.8%+28.9pp |
| Annual return | -28.99% | 84.25%-113.2pp | 0.14%-29.1pp | 1.58%-30.6pp |
| Employer contribution / active EE | $7,766 | $1,266+513.7% | $2,413+221.9% | $2,545+205.2% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,833-100.0% | $593-100.0% |