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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 | $35,217 | $88,122-60.0% | $141,191-75.1% | $67,579-47.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | -46.05% | 75.40%-121.4pp | 71.41%-117.5pp | 378.56%-424.6pp |
| Employer contribution / active EE | $11,947 | $3,224+270.5% | $4,736+152.3% | $2,148+456.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,264-100.0% | $142-100.0% |