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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 | $18,040 | $44,873-59.8% | $79,467-77.3% | $56,289-68.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -21.62% | 0.81%-22.4pp | 718.30%-739.9pp | -9.96%-11.7pp |
| Employer contribution / active EE | $4,156 | $2,140+94.2% | $2,800+48.4% | $2,111+96.8% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $5,104-100.0% | $521-100.0% |