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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 | $30,423-77.0% | $56,025-87.5% | $74,478-90.6% |
| Participation rate | 93.6% | 32.9%+60.7pp | 52.5%+41.1pp | 67.2%+26.3pp |
| Annual return | -47.18% | 24.97%-72.1pp | 1712.69%-1759.9pp | 1370.56%-1417.7pp |
| Employer contribution / active EE | $4,238 | $610+594.4% | $1,042+306.9% | $2,626+61.4% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,955-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,828-100.0% | $1,946-100.0% |