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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 | $106,219 | $101,499+4.7% | $147,005-27.7% | $74,546+42.5% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | -6.48% | 8732.34%-8738.8pp | 418.76%-425.2pp | 1366.03%-1372.5pp |
| Employer contribution / active EE | $4,017 | $3,811+5.4% | $4,934-18.6% | $2,624+53.1% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |