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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 | $23,174 | $56,443-58.9% | $83,831-72.4% | $55,725-58.4% |
| Participation rate | 95.7% | 72.0%+23.6pp | 76.1%+19.5pp | 70.9%+24.8pp |
| Annual return | -13.54% | 393.67%-407.2pp | 850.99%-864.5pp | 244.93%-258.5pp |
| Employer contribution / active EE | $897 | $2,682-66.6% | $3,631-75.3% | $2,078-56.9% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |