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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 | $144,607 | $59,467+143.2% | $93,727+54.3% | $74,478+94.2% |
| Participation rate | 97.5% | 59.6%+37.8pp | 68.7%+28.7pp | 67.2%+30.2pp |
| Annual return | 3.81% | 82.14%-78.3pp | 133.83%-130.0pp | 1370.56%-1366.8pp |
| Employer contribution / active EE | $16,032 | $1,267+1165.7% | $2,421+562.1% | $2,626+510.4% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |