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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 | $59,402+57.3% | $93,654-0.2% | $74,546+25.4% |
| Participation rate | 96.9% | 59.7%+37.2pp | 68.7%+28.2pp | 67.2%+29.7pp |
| Annual return | -7.41% | 81.86%-89.3pp | 133.34%-140.8pp | 1366.03%-1373.4pp |
| Employer contribution / active EE | $6,519 | $1,265+415.5% | $2,421+169.3% | $2,624+148.4% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $8 | $3,023-99.7% | $8,282-99.9% | $1,944-99.6% |