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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 | $88,968 | $101,539-12.4% | $147,041-39.5% | $74,400+19.6% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | -3.77% | 8740.84%-8744.6pp | 419.21%-423.0pp | 1367.51%-1371.3pp |
| Employer contribution / active EE | $3,012 | $3,811-21.0% | $4,935-39.0% | $2,624+14.8% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $8 | $1,749-99.6% | $13,006-99.9% | $1,944-99.6% |