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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 | $243,128 | $60,504+301.8% | $81,882+196.9% | $74,478+226.4% |
| Participation rate | 96.1% | 62.9%+33.2pp | 72.4%+23.7pp | 67.2%+28.9pp |
| Annual return | -3.68% | 16.91%-20.6pp | 779.47%-783.2pp | 1370.56%-1374.2pp |
| Employer contribution / active EE | $1,479 | $2,627-43.7% | $2,916-49.3% | $2,626-43.7% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,492-100.0% | $7,360-100.0% | $1,946-100.0% |