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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 | $99,919 | $104,497-4.4% | $159,487-37.3% | $79,389+25.9% |
| Participation rate | 96.6% | 76.6%+20.0pp | 82.8%+13.8pp | 70.7%+25.9pp |
| Annual return | 0.66% | 67.98%-67.3pp | 263.71%-263.0pp | 116.89%-116.2pp |
| Employer contribution / active EE | $6,635 | $3,418+94.1% | $4,831+37.3% | $2,428+173.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |