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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 | $169,180 | $101,591+66.5% | $147,096+15.0% | $74,429+127.3% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | -10.92% | 8746.45%-8757.4pp | 419.75%-430.7pp | 1368.38%-1379.3pp |
| Employer contribution / active EE | $23,671 | $3,813+520.9% | $4,936+379.6% | $2,625+801.8% |
| 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% |