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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 | $127,680 | $54,674+133.5% | $76,089+67.8% | $74,429+71.5% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | -6.54% | 31.89%-38.4pp | 360.94%-367.5pp | 1368.38%-1374.9pp |
| Employer contribution / active EE | $695 | $1,781-61.0% | $2,690-74.2% | $2,625-73.5% |
| Participant deferral / active EE | $0 | $3,071-100.0% | $4,259-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,238-100.0% | $6,418-100.0% | $1,944-100.0% |