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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 | $59,456+302.8% | $93,669+155.7% | $74,429+221.8% |
| Participation rate | 79.3% | 59.6%+19.7pp | 68.7%+10.6pp | 67.2%+12.1pp |
| Annual return | -1.27% | 82.00%-83.3pp | 133.59%-134.9pp | 1368.38%-1369.7pp |
| Employer contribution / active EE | $799 | $1,266-36.9% | $2,424-67.0% | $2,625-69.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |