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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 | $130,182 | $59,448+119.0% | $93,696+38.9% | $74,459+74.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 2.30% | 82.11%-79.8pp | 133.74%-131.4pp | 1369.70%-1367.4pp |
| Employer contribution / active EE | $1,606 | $1,266+26.8% | $2,422-33.7% | $2,626-38.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,027-100.0% | $8,287-100.0% | $1,945-100.0% |