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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 | $49,896-47.7% | $80,627-67.6% | $75,173-65.3% |
| Participation rate | 90.7% | 55.3%+35.4pp | 67.0%+23.7pp | 67.2%+23.5pp |
| Annual return | -64.35% | 34.67%-99.0pp | 936.76%-1001.1pp | 160.72%-225.1pp |
| Employer contribution / active EE | $13,595 | $1,699+700.3% | $2,723+399.3% | $2,671+409.0% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,381-100.0% | $5,651-100.0% |