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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 | $30,421-77.0% | $56,077-87.5% | $74,429-90.6% |
| Participation rate | 93.6% | 32.9%+60.7pp | 52.5%+41.1pp | 67.2%+26.4pp |
| Annual return | -47.18% | 24.94%-72.1pp | 1709.28%-1756.5pp | 1368.38%-1415.6pp |
| Employer contribution / active EE | $4,238 | $610+595.0% | $1,040+307.3% | $2,625+61.5% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $1,954-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,825-100.0% | $1,944-100.0% |