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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 | $59,456+67.4% | $93,669+6.3% | $74,429+33.7% |
| Participation rate | 99.2% | 59.6%+39.5pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | -2.63% | 82.00%-84.6pp | 133.59%-136.2pp | 1368.38%-1371.0pp |
| Employer contribution / active EE | $12,434 | $1,266+882.2% | $2,424+413.1% | $2,625+373.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |