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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 | $62,595 | $80,781-22.5% | $102,437-38.9% | $74,478-16.0% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | -3.78% | 27.58%-31.4pp | 24.95%-28.7pp | 1370.56%-1374.3pp |
| Employer contribution / active EE | $5,219 | $3,160+65.1% | $3,871+34.8% | $2,626+98.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |