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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 | $29,569-72.9% | $56,077-85.7% | $77,714-89.7% |
| Participation rate | 93.3% | 32.6%+60.7pp | 52.5%+40.9pp | 70.6%+22.8pp |
| Annual return | -10.48% | 18.90%-29.4pp | 1709.28%-1719.8pp | 31.26%-41.7pp |
| Employer contribution / active EE | $457 | $569-19.6% | $1,040-56.1% | $2,727-83.2% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,954-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $1,042-99.9% | $2,825-100.0% | $433-99.9% |