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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 | $11,192 | $34,316-67.4% | $74,723-85.0% | $72,976-84.7% |
| Participation rate | 96.7% | 42.4%+54.3pp | 54.5%+42.3pp | 69.5%+27.2pp |
| Annual return | -54.60% | 26.58%-81.2pp | 753.18%-807.8pp | 81.02%-135.6pp |
| Employer contribution / active EE | $7,522 | $692+987.2% | $1,084+593.8% | $2,440+208.3% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |