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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 | $93,463 | $59,456+57.2% | $93,669-0.2% | $74,429+25.6% |
| Participation rate | 96.9% | 59.6%+37.2pp | 68.7%+28.1pp | 67.2%+29.7pp |
| Annual return | -7.41% | 82.00%-89.4pp | 133.59%-141.0pp | 1368.38%-1375.8pp |
| Employer contribution / active EE | $6,519 | $1,266+415.0% | $2,424+169.0% | $2,625+148.4% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $8 | $3,026-99.7% | $8,291-99.9% | $1,944-99.6% |