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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 | $178,394 | $101,539+75.7% | $147,041+21.3% | $74,400+139.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -2.50% | 8740.84%-8743.3pp | 419.21%-421.7pp | 1367.51%-1370.0pp |
| Employer contribution / active EE | $9,740 | $3,811+155.6% | $4,935+97.4% | $2,624+271.1% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $1,749-99.9% | $13,006-100.0% | $1,944-99.9% |