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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 | $54,690+230.7% | $76,030+137.9% | $74,478+142.9% |
| Participation rate | 99.1% | 60.3%+38.7pp | 69.1%+30.0pp | 67.2%+31.8pp |
| Annual return | 6.77% | 31.92%-25.1pp | 361.54%-354.8pp | 1370.56%-1363.8pp |
| Employer contribution / active EE | $16,458 | $1,781+824.0% | $2,688+512.4% | $2,626+526.7% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,240-99.9% | $6,421-100.0% | $1,946-99.9% |