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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 | $25,237 | $55,472-54.5% | $155,567-83.8% | $74,546-66.1% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | -20.26% | 268.72%-289.0pp | 64.74%-85.0pp | 1366.03%-1386.3pp |
| Employer contribution / active EE | $3,572 | $2,269+57.4% | $4,674-23.6% | $2,624+36.1% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |