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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 | $54,674+226.2% | $76,089+134.4% | $74,429+139.6% |
| Participation rate | 97.8% | 60.3%+37.4pp | 69.1%+28.7pp | 67.2%+30.6pp |
| Annual return | -2.48% | 31.89%-34.4pp | 360.94%-363.4pp | 1368.38%-1370.9pp |
| Employer contribution / active EE | $14,616 | $1,781+720.7% | $2,690+443.4% | $2,625+456.8% |
| Participant deferral / active EE | $0 | $3,071-100.0% | $4,259-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,238-100.0% | $6,418-100.0% | $1,944-100.0% |