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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 | $7,005 | $34,932-79.9% | $56,441-87.6% | $74,546-90.6% |
| Participation rate | 93.6% | 32.9%+60.7pp | 52.5%+41.1pp | 67.2%+26.4pp |
| Annual return | -47.18% | 24.90%-72.1pp | 1704.21%-1751.4pp | 1366.03%-1413.2pp |
| Employer contribution / active EE | $4,238 | $608+596.6% | $1,039+307.8% | $2,624+61.5% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,359-100.0% | $2,829-100.0% | $1,944-100.0% |