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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 | $44,334 | $55,472-20.1% | $155,567-71.5% | $74,546-40.5% |
| Participation rate | 97.8% | 61.9%+35.9pp | 78.2%+19.6pp | 67.2%+30.6pp |
| Annual return | -21.58% | 268.72%-290.3pp | 64.74%-86.3pp | 1366.03%-1387.6pp |
| Employer contribution / active EE | $6,915 | $2,269+204.8% | $4,674+47.9% | $2,624+163.5% |
| 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% |