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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 | $91,951 | $65,862+39.6% | $124,694-26.3% | $79,389+15.8% |
| Participation rate | 89.5% | 62.2%+27.3pp | 74.6%+14.9pp | 70.7%+18.8pp |
| Annual return | 10.57% | 19.02%-8.5pp | 5144.82%-5134.3pp | 116.89%-106.3pp |
| Employer contribution / active EE | $10,944 | $1,883+481.1% | $3,325+229.2% | $2,428+350.7% |
| Participant deferral / active EE | $0 | $2,772-100.0% | $4,615-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $673-100.0% | $7,495-100.0% | $626-100.0% |