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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 | $101,591+4.7% | $147,096-27.7% | $74,429+42.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 0.10% | 8746.45%-8746.4pp | 419.75%-419.7pp | 1368.38%-1368.3pp |
| Employer contribution / active EE | $2,697 | $3,813-29.3% | $4,936-45.4% | $2,625+2.7% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5 | $1,750-99.7% | $13,005-100.0% | $1,944-99.7% |