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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 | $172,930 | $59,402+191.1% | $93,654+84.6% | $74,546+132.0% |
| Participation rate | 98.1% | 59.7%+38.5pp | 68.7%+29.4pp | 67.2%+30.9pp |
| Annual return | 1.90% | 81.86%-80.0pp | 133.34%-131.4pp | 1366.03%-1364.1pp |
| Employer contribution / active EE | $14,349 | $1,265+1034.6% | $2,421+492.7% | $2,624+446.8% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |