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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 | $45,119-48.6% | $85,126-72.8% | $74,429-68.8% |
| Participation rate | 96.9% | 49.4%+47.6pp | 67.5%+29.4pp | 67.2%+29.7pp |
| Annual return | -65.82% | 26.28%-92.1pp | 66.63%-132.5pp | 1368.38%-1434.2pp |
| Employer contribution / active EE | $19,503 | $1,460+1235.5% | $2,731+614.1% | $2,625+643.0% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |