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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 | $60,742 | $101,499-40.2% | $147,005-58.7% | $74,546-18.5% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | -1.83% | 8732.34%-8734.2pp | 418.76%-420.6pp | 1366.03%-1367.9pp |
| Employer contribution / active EE | $8,189 | $3,811+114.9% | $4,934+66.0% | $2,624+212.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $26 | $1,748-98.5% | $13,006-99.8% | $1,944-98.6% |