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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 | $8,073 | $29,507-72.6% | $56,025-85.6% | $77,762-89.6% |
| Participation rate | 97.0% | 32.7%+64.3pp | 52.5%+44.5pp | 70.6%+26.4pp |
| Annual return | -33.62% | 18.90%-52.5pp | 1712.69%-1746.3pp | 31.27%-64.9pp |
| Employer contribution / active EE | $10,217 | $570+1693.3% | $1,042+880.9% | $2,728+274.5% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,955-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $1,041-100.0% | $2,828-100.0% | $433-100.0% |