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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 | $156,540 | $101,499+54.2% | $147,005+6.5% | $74,546+110.0% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 0.49% | 8732.34%-8731.9pp | 418.76%-418.3pp | 1366.03%-1365.5pp |
| Employer contribution / active EE | $8,491 | $3,811+122.8% | $4,934+72.1% | $2,624+223.5% |
| 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% |