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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 | $19,599 | $30,421-35.6% | $56,077-65.0% | $74,429-73.7% |
| Participation rate | 99.6% | 32.9%+66.7pp | 52.5%+47.1pp | 67.2%+32.4pp |
| Annual return | -18.10% | 24.94%-43.0pp | 1709.28%-1727.4pp | 1368.38%-1386.5pp |
| Employer contribution / active EE | $2,008 | $610+229.4% | $1,040+93.0% | $2,625-23.5% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $1,954-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,825-100.0% | $1,944-100.0% |