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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 | $101,591+71.7% | $147,096+18.6% | $74,429+134.4% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.6pp | 67.2%+25.6pp |
| Annual return | -7.11% | 8746.45%-8753.6pp | 419.75%-426.9pp | 1368.38%-1375.5pp |
| Employer contribution / active EE | $14,459 | $3,813+279.3% | $4,936+192.9% | $2,625+450.9% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |