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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 | $178,334 | $54,558+226.9% | $76,002+134.6% | $74,546+139.2% |
| Participation rate | 97.8% | 60.3%+37.5pp | 69.1%+28.7pp | 67.2%+30.6pp |
| Annual return | -2.48% | 31.83%-34.3pp | 360.07%-362.6pp | 1366.03%-1368.5pp |
| Employer contribution / active EE | $14,616 | $1,778+722.2% | $2,688+443.7% | $2,624+456.9% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $6,414-100.0% | $1,944-100.0% |