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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 | $101,591-40.2% | $147,096-58.7% | $74,429-18.4% |
| Participation rate | 97.6% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | -1.83% | 8746.45%-8748.3pp | 419.75%-421.6pp | 1368.38%-1370.2pp |
| Employer contribution / active EE | $8,189 | $3,813+114.8% | $4,936+65.9% | $2,625+212.0% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $26 | $1,750-98.5% | $13,005-99.8% | $1,944-98.6% |