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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 | $180,886 | $54,674+230.8% | $76,089+137.7% | $74,429+143.0% |
| Participation rate | 99.1% | 60.3%+38.7pp | 69.1%+30.0pp | 67.2%+31.9pp |
| Annual return | 6.77% | 31.89%-25.1pp | 360.94%-354.2pp | 1368.38%-1361.6pp |
| Employer contribution / active EE | $16,458 | $1,781+824.1% | $2,690+511.8% | $2,625+527.0% |
| Participant deferral / active EE | $0 | $3,071-100.0% | $4,259-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $2,238-99.9% | $6,418-100.0% | $1,944-99.9% |