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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 | $45,126-48.6% | $85,187-72.8% | $74,459-68.9% |
| Participation rate | 96.9% | 49.4%+47.5pp | 67.5%+29.4pp | 67.2%+29.7pp |
| Annual return | -65.82% | 26.30%-92.1pp | 66.67%-132.5pp | 1369.70%-1435.5pp |
| Employer contribution / active EE | $19,503 | $1,460+1235.7% | $2,732+613.8% | $2,626+642.7% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,525-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,212-100.0% | $6,162-100.0% | $1,945-100.0% |