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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 | $45,123-48.6% | $85,240-72.8% | $74,478-68.9% |
| Participation rate | 96.9% | 49.4%+47.6pp | 67.5%+29.4pp | 67.2%+29.7pp |
| Annual return | -65.82% | 26.32%-92.1pp | 66.75%-132.6pp | 1370.56%-1436.4pp |
| Employer contribution / active EE | $19,503 | $1,459+1237.0% | $2,735+613.0% | $2,626+642.6% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |