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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 | $230,780 | $101,591+127.2% | $147,096+56.9% | $74,429+210.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -22.24% | 8746.45%-8768.7pp | 419.75%-442.0pp | 1368.38%-1390.6pp |
| Employer contribution / active EE | $12,518 | $3,813+228.3% | $4,936+153.6% | $2,625+376.9% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $161 | $1,750-90.8% | $13,005-98.8% | $1,944-91.7% |