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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 | $38,378 | $73,102-47.5% | $123,553-68.9% | $56,289-31.8% |
| Participation rate | 99.5% | 74.3%+25.2pp | 82.3%+17.2pp | 69.9%+29.6pp |
| Annual return | -32.77% | 3.01%-35.8pp | 119.21%-152.0pp | -9.96%-22.8pp |
| Employer contribution / active EE | $5,711 | $2,977+91.8% | $4,628+23.4% | $2,111+170.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $5 | $554-99.2% | $9,284-99.9% | $521-99.1% |