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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 | $101,492 | $52,678+92.7% | $75,784+33.9% | $59,633+70.2% |
| Participation rate | 97.4% | 67.2%+30.2pp | 75.8%+21.6pp | 68.7%+28.8pp |
| Annual return | -15.47% | 2.95%-18.4pp | 9.68%-25.2pp | 2041.45%-2056.9pp |
| Employer contribution / active EE | $13,407 | $2,193+511.3% | $3,323+303.4% | $2,203+508.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12 | $3,610-99.7% | $5,300-99.8% | $4,297-99.7% |