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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 | $132,587 | $101,672+30.4% | $147,117-9.9% | $74,478+78.0% |
| Participation rate | 95.8% | 75.5%+20.2pp | 82.2%+13.6pp | 67.2%+28.5pp |
| Annual return | -8.06% | 8757.83%-8765.9pp | 420.54%-428.6pp | 1370.56%-1378.6pp |
| Employer contribution / active EE | $4,376 | $3,813+14.8% | $4,932-11.3% | $2,626+66.6% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $6 | $1,753-99.6% | $12,993-100.0% | $1,946-99.7% |