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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 | $162,944 | $92,224+76.7% | $105,223+54.9% | $79,634+104.6% |
| Participation rate | 99.5% | 69.2%+30.3pp | 75.0%+24.5pp | 62.5%+37.0pp |
| Annual return | -4.16% | 88.65%-92.8pp | 180.65%-184.8pp | 36.46%-40.6pp |
| Employer contribution / active EE | $3,112 | $3,965-21.5% | $3,689-15.6% | $2,529+23.0% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $4 | $1,121-99.6% | $8,859-100.0% | $1,002-99.6% |