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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 | $19,617 | $63,346-69.0% | $92,240-78.7% | $70,126-72.0% |
| Participation rate | 95.2% | 68.7%+26.5pp | 76.5%+18.7pp | 69.5%+25.6pp |
| Annual return | -47.93% | 530.19%-578.1pp | 176.29%-224.2pp | 73.15%-121.1pp |
| Employer contribution / active EE | $17,737 | $2,471+617.7% | $3,680+382.0% | $2,343+657.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |