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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 | $139,213 | $101,499+37.2% | $147,005-5.3% | $74,546+86.7% |
| Participation rate | 95.7% | 75.5%+20.2pp | 82.2%+13.6pp | 67.2%+28.5pp |
| Annual return | -10.98% | 8732.34%-8743.3pp | 418.76%-429.7pp | 1366.03%-1377.0pp |
| Employer contribution / active EE | $7,635 | $3,811+100.3% | $4,934+54.7% | $2,624+190.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |