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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 | $71,596 | $59,448+20.4% | $93,696-23.6% | $74,459-3.8% |
| Participation rate | 92.8% | 59.6%+33.1pp | 68.7%+24.0pp | 67.2%+25.5pp |
| Annual return | -0.91% | 82.11%-83.0pp | 133.74%-134.7pp | 1369.70%-1370.6pp |
| Employer contribution / active EE | $9,768 | $1,266+671.3% | $2,422+303.3% | $2,626+272.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $3,027-99.9% | $8,287-99.9% | $1,945-99.8% |