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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 | $116,457 | $89,248+30.5% | $136,007-14.4% | $74,546+56.2% |
| Participation rate | 98.2% | 69.4%+28.8pp | 76.5%+21.7pp | 67.2%+31.0pp |
| Annual return | -0.85% | 22.76%-23.6pp | 579.32%-580.2pp | 1366.03%-1366.9pp |
| Employer contribution / active EE | $836 | $2,838-70.5% | $4,215-80.2% | $2,624-68.1% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,024-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,858-100.0% | $1,944-100.0% |