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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 | $189,772 | $104,509+81.6% | $159,495+19.0% | $79,395+139.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 8.71% | 67.99%-59.3pp | 263.72%-255.0pp | 116.90%-108.2pp |
| Employer contribution / active EE | $9,469 | $3,417+177.1% | $4,831+96.0% | $2,428+290.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |