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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 | $8,002 | $29,507-72.9% | $56,025-85.7% | $77,762-89.7% |
| Participation rate | 93.3% | 32.7%+60.6pp | 52.5%+40.8pp | 70.6%+22.8pp |
| Annual return | -10.48% | 18.90%-29.4pp | 1712.69%-1723.2pp | 31.27%-41.8pp |
| Employer contribution / active EE | $457 | $570-19.8% | $1,042-56.1% | $2,728-83.2% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,955-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $1,041-99.9% | $2,828-100.0% | $433-99.9% |