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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 | $101,653+30.4% | $147,080-9.9% | $74,459+78.1% |
| Participation rate | 95.8% | 75.6%+20.2pp | 82.2%+13.6pp | 67.2%+28.5pp |
| Annual return | -8.06% | 8754.98%-8763.0pp | 420.17%-428.2pp | 1369.70%-1377.8pp |
| Employer contribution / active EE | $4,376 | $3,813+14.8% | $4,933-11.3% | $2,626+66.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $6 | $1,752-99.6% | $12,989-100.0% | $1,945-99.7% |