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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 | $59,467+57.2% | $93,727-0.3% | $74,478+25.5% |
| Participation rate | 96.9% | 59.6%+37.3pp | 68.7%+28.2pp | 67.2%+29.7pp |
| Annual return | -7.41% | 82.14%-89.5pp | 133.83%-141.2pp | 1370.56%-1378.0pp |
| Employer contribution / active EE | $6,519 | $1,267+414.7% | $2,421+169.2% | $2,626+148.2% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $8 | $3,028-99.7% | $8,292-99.9% | $1,946-99.6% |