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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 | $54,690+226.1% | $76,030+134.6% | $74,478+139.4% |
| Participation rate | 97.8% | 60.3%+37.4pp | 69.1%+28.7pp | 67.2%+30.6pp |
| Annual return | -2.48% | 31.92%-34.4pp | 361.54%-364.0pp | 1370.56%-1373.0pp |
| Employer contribution / active EE | $14,616 | $1,781+720.6% | $2,688+443.8% | $2,626+456.5% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,240-100.0% | $6,421-100.0% | $1,946-100.0% |