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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 | $45,119+74.5% | $85,126-7.5% | $74,429+5.8% |
| Participation rate | 92.1% | 49.4%+42.7pp | 67.5%+24.6pp | 67.2%+24.9pp |
| Annual return | -6.89% | 26.28%-33.2pp | 66.63%-73.5pp | 1368.38%-1375.3pp |
| Employer contribution / active EE | $7,060 | $1,460+383.4% | $2,731+158.5% | $2,625+169.0% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |