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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 | $29,546-72.7% | $56,441-85.7% | $77,671-89.6% |
| Participation rate | 97.0% | 32.7%+64.3pp | 52.5%+44.5pp | 70.6%+26.4pp |
| Annual return | -33.62% | 19.01%-52.6pp | 1704.21%-1737.8pp | 31.21%-64.8pp |
| Employer contribution / active EE | $10,217 | $568+1698.3% | $1,039+883.2% | $2,726+274.7% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,953-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $1,046-100.0% | $2,829-100.0% | $430-100.0% |