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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 | $145,735 | $106,264+37.1% | $147,117-0.9% | $77,762+87.4% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.3pp | 70.6%+26.9pp |
| Annual return | -0.62% | 56.94%-57.6pp | 420.54%-421.2pp | 31.27%-31.9pp |
| Employer contribution / active EE | $15,053 | $4,074+269.5% | $4,932+205.2% | $2,728+451.8% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |