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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 | $55,446-73.3% | $155,574-90.5% | $74,429-80.1% |
| Participation rate | 98.9% | 61.9%+37.0pp | 78.2%+20.7pp | 67.2%+31.7pp |
| Annual return | -28.73% | 269.20%-297.9pp | 64.87%-93.6pp | 1368.38%-1397.1pp |
| Employer contribution / active EE | $6,341 | $2,266+179.8% | $4,676+35.6% | $2,625+141.6% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |