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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 | $141,373 | $58,923+139.9% | $97,167+45.5% | $74,546+89.6% |
| Participation rate | 96.4% | 63.6%+32.8pp | 72.7%+23.7pp | 67.2%+29.2pp |
| Annual return | -4.49% | 16.04%-20.5pp | 75.27%-79.8pp | 1366.03%-1370.5pp |
| Employer contribution / active EE | $12,186 | $1,894+543.5% | $2,729+346.5% | $2,624+364.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,650-100.0% | $1,944-100.0% |