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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 | $24,120 | $45,109-46.5% | $85,240-71.7% | $77,762-69.0% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | -70.28% | 79.55%-149.8pp | 66.75%-137.0pp | 31.27%-101.5pp |
| Employer contribution / active EE | $6,110 | $1,602+281.5% | $2,735+123.4% | $2,728+124.0% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $915-100.0% | $6,165-100.0% | $433-100.0% |