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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 | $239,496 | $59,467+302.7% | $93,727+155.5% | $74,478+221.6% |
| Participation rate | 79.3% | 59.6%+19.7pp | 68.7%+10.6pp | 67.2%+12.1pp |
| Annual return | -1.27% | 82.14%-83.4pp | 133.83%-135.1pp | 1370.56%-1371.8pp |
| Employer contribution / active EE | $799 | $1,267-36.9% | $2,421-67.0% | $2,626-69.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |