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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 | $101,499+46.0% | $147,005+0.8% | $74,546+98.7% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 11.47% | 8732.34%-8720.9pp | 418.76%-407.3pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $5,689 | $3,811+49.3% | $4,934+15.3% | $2,624+116.8% |
| Participant deferral / active EE | $5,408 | $7,304-26.0% | $8,070-33.0% | $4,347+24.4% |
| Admin fee / account holder | $28 | $1,748-98.4% | $13,006-99.8% | $1,944-98.6% |