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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 | $106,379 | $101,672+4.6% | $147,117-27.7% | $74,478+42.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 0.10% | 8757.83%-8757.7pp | 420.54%-420.4pp | 1370.56%-1370.5pp |
| Employer contribution / active EE | $2,697 | $3,813-29.3% | $4,932-45.3% | $2,626+2.7% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5 | $1,753-99.7% | $12,993-100.0% | $1,946-99.7% |