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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 | $13,241 | $57,305-76.9% | $86,640-84.7% | $75,173-82.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -19.12% | 2674.24%-2693.4pp | 592.52%-611.6pp | 160.72%-179.8pp |
| Employer contribution / active EE | $6,266 | $2,316+170.5% | $3,024+107.2% | $2,671+134.6% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |