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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 | $35,157 | $101,653-65.4% | $147,080-76.1% | $74,459-52.8% |
| Participation rate | 91.9% | 75.6%+16.4pp | 82.2%+9.8pp | 67.2%+24.7pp |
| Annual return | -7.35% | 8754.98%-8762.3pp | 420.17%-427.5pp | 1369.70%-1377.1pp |
| Employer contribution / active EE | $6,866 | $3,813+80.1% | $4,933+39.2% | $2,626+161.5% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |