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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 | $75,931 | $89,225-14.9% | $136,072-44.2% | $74,459+2.0% |
| Participation rate | 100.0% | 69.4%+30.6pp | 76.4%+23.6pp | 67.2%+32.8pp |
| Annual return | -1.05% | 22.76%-23.8pp | 580.46%-581.5pp | 1369.70%-1370.8pp |
| Employer contribution / active EE | $16,776 | $2,816+495.8% | $4,216+297.9% | $2,626+538.9% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,028-100.0% | $4,350-100.0% |
| Admin fee / account holder | $12 | $1,545-99.2% | $6,718-99.8% | $1,945-99.4% |