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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 | $14,779 | $55,472-73.4% | $155,567-90.5% | $74,546-80.2% |
| Participation rate | 98.9% | 61.9%+37.0pp | 78.2%+20.7pp | 67.2%+31.7pp |
| Annual return | -28.73% | 268.72%-297.4pp | 64.74%-93.5pp | 1366.03%-1394.8pp |
| Employer contribution / active EE | $6,341 | $2,269+179.5% | $4,674+35.7% | $2,624+141.6% |
| 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% |