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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 | $186,920 | $48,274+287.2% | $63,244+195.6% | $59,633+213.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -11.56% | -240.79%+229.2pp | -70.31%+58.8pp | 2041.40%-2053.0pp |
| Employer contribution / active EE | $13,112 | $1,586+726.6% | $2,322+464.7% | $2,203+495.3% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,893-100.0% | $4,297-100.0% |