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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 | $61,582 | $79,181-22.2% | $102,423-39.9% | $74,429-17.3% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.0pp |
| Annual return | -1.62% | 54.97%-56.6pp | 29.42%-31.0pp | 1368.38%-1370.0pp |
| Employer contribution / active EE | $4,971 | $2,362+110.5% | $3,023+64.4% | $2,625+89.4% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |