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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 | $108,822 | $54,729+98.8% | $86,235+26.2% | $71,529+52.1% |
| Participation rate | 97.5% | 60.1%+37.4pp | 69.0%+28.6pp | 67.9%+29.6pp |
| Annual return | -0.62% | 20.07%-20.7pp | 1170.03%-1170.7pp | 28.97%-29.6pp |
| Employer contribution / active EE | $8,194 | $1,267+546.7% | $2,381+244.1% | $2,590+216.4% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $9 | $1,921-99.5% | $6,856-99.9% | $1,588-99.5% |