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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 | $78,715 | $45,123+74.4% | $85,240-7.7% | $74,478+5.7% |
| Participation rate | 92.1% | 49.4%+42.7pp | 67.5%+24.6pp | 67.2%+24.9pp |
| Annual return | -6.89% | 26.32%-33.2pp | 66.75%-73.6pp | 1370.56%-1377.4pp |
| Employer contribution / active EE | $7,060 | $1,459+384.0% | $2,735+158.1% | $2,626+168.8% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |