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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 | $59,456+190.9% | $93,669+84.6% | $74,429+132.3% |
| Participation rate | 98.1% | 59.6%+38.5pp | 68.7%+29.4pp | 67.2%+30.9pp |
| Annual return | 1.90% | 82.00%-80.1pp | 133.59%-131.7pp | 1368.38%-1366.5pp |
| Employer contribution / active EE | $14,349 | $1,266+1033.5% | $2,424+492.1% | $2,625+446.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |