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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 | $4,407 | $24,811-82.2% | $69,701-93.7% | $74,546-94.1% |
| Participation rate | 99.5% | 63.5%+36.1pp | 66.4%+33.1pp | 67.2%+32.3pp |
| Annual return | -47.66% | 18.53%-66.2pp | 100.32%-148.0pp | 1366.03%-1413.7pp |
| Employer contribution / active EE | $1,284 | $1,003+28.0% | $1,713-25.1% | $2,624-51.1% |
| Participant deferral / active EE | $0 | $1,904-100.0% | $2,887-100.0% | $4,347-100.0% |
| Admin fee / account holder | $7 | $1,898-99.6% | $4,717-99.9% | $1,944-99.6% |