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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 | $18,579 | $31,679-41.4% | $74,723-75.1% | $65,186-71.5% |
| Participation rate | 95.6% | 40.4%+55.2pp | 54.5%+41.1pp | 70.2%+25.4pp |
| Annual return | -14.95% | 39.04%-54.0pp | 753.18%-768.1pp | 29.39%-44.3pp |
| Employer contribution / active EE | $1,562 | $566+175.9% | $1,084+44.1% | $2,177-28.2% |
| Participant deferral / active EE | $0 | $1,191-100.0% | $1,962-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $379-100.0% | $3,335-100.0% | $847-100.0% |