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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 | $106,247+37.2% | $147,096-0.9% | $77,714+87.5% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.4pp | 70.6%+26.9pp |
| Annual return | -0.62% | 56.87%-57.5pp | 419.75%-420.4pp | 31.26%-31.9pp |
| Employer contribution / active EE | $15,053 | $4,069+269.9% | $4,936+205.0% | $2,727+452.0% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |