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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 | $102,444 | $59,448+72.3% | $93,696+9.3% | $74,459+37.6% |
| Participation rate | 89.5% | 59.6%+29.9pp | 68.7%+20.8pp | 67.2%+22.3pp |
| Annual return | 2.76% | 82.11%-79.3pp | 133.74%-131.0pp | 1369.70%-1366.9pp |
| Employer contribution / active EE | $4,643 | $1,266+266.6% | $2,422+91.7% | $2,626+76.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,027-100.0% | $8,287-100.0% | $1,945-100.0% |