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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 | $14,045 | $41,150-65.9% | $80,627-82.6% | $71,511-80.4% |
| Participation rate | 99.1% | 50.3%+48.8pp | 67.0%+32.0pp | 67.9%+31.1pp |
| Annual return | -47.07% | 38.48%-85.6pp | 936.76%-983.8pp | 28.86%-75.9pp |
| Employer contribution / active EE | $2,777 | $1,515+83.3% | $2,723+2.0% | $2,589+7.2% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,381-100.0% | $1,588-100.0% |