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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 | $106,110+37.3% | $147,005-0.9% | $77,671+87.6% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | -0.62% | 56.77%-57.4pp | 418.76%-419.4pp | 31.21%-31.8pp |
| Employer contribution / active EE | $15,053 | $4,065+270.3% | $4,934+205.1% | $2,726+452.1% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |