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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 | $34,087 | $63,768-46.5% | $98,483-65.4% | $79,391-57.1% |
| Participation rate | 98.2% | 69.9%+28.3pp | 73.3%+24.9pp | 70.7%+27.5pp |
| Annual return | -6.46% | 626.18%-632.6pp | 1494.38%-1500.8pp | 116.88%-123.3pp |
| Employer contribution / active EE | $6,267 | $2,558+145.0% | $2,961+111.7% | $2,428+158.1% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,953-100.0% | $627-100.0% |