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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 | $212,032 | $79,184+167.8% | $102,438+107.0% | $74,546+184.4% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 4.55% | 54.95%-50.4pp | 29.37%-24.8pp | 1366.03%-1361.5pp |
| Employer contribution / active EE | $19,035 | $2,362+705.9% | $3,024+529.5% | $2,624+625.3% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |