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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 | $80,731-22.5% | $103,374-39.4% | $74,546-16.0% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | -3.78% | 27.56%-31.3pp | 24.89%-28.7pp | 1366.03%-1369.8pp |
| Employer contribution / active EE | $5,219 | $3,158+65.3% | $3,869+34.9% | $2,624+98.8% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |