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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 | $148,151 | $101,672+45.7% | $147,117+0.7% | $74,478+98.9% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 11.47% | 8757.83%-8746.4pp | 420.54%-409.1pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $5,689 | $3,813+49.2% | $4,932+15.3% | $2,626+116.6% |
| Participant deferral / active EE | $5,408 | $7,305-26.0% | $8,065-32.9% | $4,350+24.3% |
| Admin fee / account holder | $28 | $1,753-98.4% | $12,993-99.8% | $1,946-98.6% |