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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 | $99,531 | $59,402+67.6% | $93,654+6.3% | $74,546+33.5% |
| Participation rate | 99.2% | 59.7%+39.5pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | -2.63% | 81.86%-84.5pp | 133.34%-136.0pp | 1366.03%-1368.7pp |
| Employer contribution / active EE | $12,434 | $1,265+883.2% | $2,421+413.6% | $2,624+373.8% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |