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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 | $29,569-72.7% | $56,077-85.6% | $77,714-89.6% |
| Participation rate | 97.0% | 32.6%+64.4pp | 52.5%+44.5pp | 70.6%+26.4pp |
| Annual return | -33.62% | 18.90%-52.5pp | 1709.28%-1742.9pp | 31.26%-64.9pp |
| Employer contribution / active EE | $10,217 | $569+1696.4% | $1,040+882.1% | $2,727+274.7% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,954-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $1,042-100.0% | $2,825-100.0% | $433-100.0% |