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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 | $118,614 | $65,555+80.9% | $86,216+37.6% | $75,173+57.8% |
| Participation rate | 95.7% | 60.5%+35.2pp | 69.0%+26.7pp | 67.2%+28.5pp |
| Annual return | -1.08% | 46.07%-47.2pp | 1169.42%-1170.5pp | 160.72%-161.8pp |
| Employer contribution / active EE | $6,911 | $1,553+344.9% | $2,382+190.2% | $2,671+158.7% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7 | $5,469-99.9% | $6,853-99.9% | $5,651-99.9% |