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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 | $229,232 | $56,197+307.9% | $67,652+238.8% | $59,633+284.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -4.02% | 18508.10%-18512.1pp | 6625.40%-6629.4pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $7,293 | $1,615+351.7% | $2,266+221.9% | $2,203+231.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |