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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 | $125,578 | $101,499+23.7% | $147,005-14.6% | $74,546+68.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -8.06% | 8732.34%-8740.4pp | 418.76%-426.8pp | 1366.03%-1374.1pp |
| Employer contribution / active EE | $4,303 | $3,811+12.9% | $4,934-12.8% | $2,624+64.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $6 | $1,748-99.7% | $13,006-100.0% | $1,944-99.7% |