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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 | $23,186 | $44,984-48.5% | $85,009-72.7% | $74,546-68.9% |
| Participation rate | 96.9% | 49.4%+47.5pp | 67.5%+29.4pp | 67.2%+29.7pp |
| Annual return | -65.82% | 26.25%-92.1pp | 66.47%-132.3pp | 1366.03%-1431.9pp |
| Employer contribution / active EE | $19,503 | $1,458+1237.6% | $2,728+614.8% | $2,624+643.1% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,522-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,208-100.0% | $6,153-100.0% | $1,944-100.0% |