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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 | $54,690+133.5% | $76,030+67.9% | $74,478+71.4% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | -6.54% | 31.92%-38.5pp | 361.54%-368.1pp | 1370.56%-1377.1pp |
| Employer contribution / active EE | $695 | $1,781-61.0% | $2,688-74.2% | $2,626-73.6% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,240-100.0% | $6,421-100.0% | $1,946-100.0% |