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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 | $80,748-22.5% | $102,383-38.9% | $74,429-15.9% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | -3.78% | 27.57%-31.3pp | 24.94%-28.7pp | 1368.38%-1372.2pp |
| Employer contribution / active EE | $5,219 | $3,159+65.2% | $3,870+34.8% | $2,625+98.8% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |