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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 | $108,039 | $54,729+97.4% | $86,235+25.3% | $71,529+51.0% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -6.30% | 20.07%-26.4pp | 1170.03%-1176.3pp | 28.97%-35.3pp |
| Employer contribution / active EE | $2,924 | $1,267+130.7% | $2,381+22.8% | $2,590+12.9% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $12 | $1,921-99.4% | $6,856-99.8% | $1,588-99.2% |