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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 | $13,154 | $65,423-79.9% | $98,477-86.6% | $85,856-84.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | -11.85% | 21.76%-33.6pp | 1493.59%-1505.4pp | 318.58%-330.4pp |
| Employer contribution / active EE | $4,735 | $2,168+118.4% | $2,961+59.9% | $2,565+84.6% |
| Participant deferral / active EE | $0 | $3,167-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,951-100.0% | $6,261-100.0% |