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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 | $26,088 | $49,891-47.7% | $80,607-67.6% | $75,181-65.3% |
| Participation rate | 90.7% | 55.3%+35.4pp | 67.0%+23.7pp | 67.2%+23.5pp |
| Annual return | -64.35% | 34.67%-99.0pp | 936.11%-1000.5pp | 160.69%-225.0pp |
| Employer contribution / active EE | $13,595 | $1,698+700.5% | $2,724+399.0% | $2,671+409.1% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,379-100.0% | $5,650-100.0% |