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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 | $52,731 | $104,336-49.5% | $159,455-66.9% | $86,813-39.3% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.8%+15.6pp | 72.3%+26.2pp |
| Annual return | 11.30% | 26.32%-15.0pp | 263.63%-252.3pp | 97.93%-86.6pp |
| Employer contribution / active EE | $6,394 | $3,451+85.3% | $4,830+32.4% | $2,406+165.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,800-100.0% | $170-100.0% |