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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 | $174,435 | $101,672+71.6% | $147,117+18.6% | $74,478+134.2% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.6pp | 67.2%+25.6pp |
| Annual return | -7.11% | 8757.83%-8764.9pp | 420.54%-427.6pp | 1370.56%-1377.7pp |
| Employer contribution / active EE | $14,459 | $3,813+279.2% | $4,932+193.1% | $2,626+450.6% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |