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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 | $10,593 | $26,137-59.5% | $58,561-81.9% | $74,460-85.8% |
| Participation rate | 92.6% | 32.2%+60.4pp | 50.9%+41.7pp | 70.7%+21.9pp |
| Annual return | -59.30% | 32.53%-91.8pp | 4251.33%-4310.6pp | 34.38%-93.7pp |
| Employer contribution / active EE | $477 | $537-11.2% | $1,053-54.7% | $2,638-81.9% |
| Participant deferral / active EE | $0 | $1,076-100.0% | $1,923-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $648-100.0% | $2,520-100.0% | $348-100.0% |