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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 | $122,515 | $101,672+20.5% | $147,117-16.7% | $74,478+64.5% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | -3.99% | 8757.83%-8761.8pp | 420.54%-424.5pp | 1370.56%-1374.6pp |
| Employer contribution / active EE | $11,359 | $3,813+197.9% | $4,932+130.3% | $2,626+332.5% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |