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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 | $101,672+127.0% | $147,117+56.9% | $74,478+209.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -22.24% | 8757.83%-8780.1pp | 420.54%-442.8pp | 1370.56%-1392.8pp |
| Employer contribution / active EE | $12,518 | $3,813+228.3% | $4,932+153.8% | $2,626+376.6% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $161 | $1,753-90.8% | $12,993-98.8% | $1,946-91.7% |