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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 | $145,816 | $69,511+109.8% | $94,672+54.0% | $71,529+103.9% |
| Participation rate | 99.3% | 78.4%+20.9pp | 80.8%+18.5pp | 67.9%+31.4pp |
| Annual return | -0.86% | 29.67%-30.5pp | 156.89%-157.7pp | 28.97%-29.8pp |
| Employer contribution / active EE | $13,132 | $2,853+360.3% | $3,673+257.5% | $2,590+407.1% |
| Participant deferral / active EE | $0 | $7,348-100.0% | $7,417-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,211-100.0% | $7,222-100.0% | $1,588-100.0% |