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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 | $60,393+302.6% | $81,820+197.2% | $74,429+226.7% |
| Participation rate | 96.1% | 62.9%+33.2pp | 72.4%+23.7pp | 67.2%+28.9pp |
| Annual return | -3.68% | 16.89%-20.6pp | 777.93%-781.6pp | 1368.38%-1372.1pp |
| Employer contribution / active EE | $1,479 | $2,626-43.7% | $2,915-49.3% | $2,625-43.6% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,491-100.0% | $7,391-100.0% | $1,944-100.0% |