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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 | $12,066 | $25,302-52.3% | $74,722-83.9% | $67,579-82.1% |
| Participation rate | 100.0% | 37.8%+62.2pp | 54.5%+45.5pp | 71.3%+28.7pp |
| Annual return | -61.35% | 10291.17%-10352.5pp | 753.11%-814.5pp | 378.56%-439.9pp |
| Employer contribution / active EE | $7,315 | $446+1538.7% | $1,084+574.7% | $2,148+240.6% |
| Participant deferral / active EE | $0 | $954-100.0% | $1,963-100.0% | $3,539-100.0% |
| Admin fee / account holder | $9 | $108-91.5% | $3,335-99.7% | $142-93.6% |