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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 | $101,591+45.8% | $147,096+0.7% | $74,429+99.1% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 11.47% | 8746.45%-8735.0pp | 419.75%-408.3pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $5,689 | $3,813+49.2% | $4,936+15.3% | $2,625+116.7% |
| Participant deferral / active EE | $5,408 | $7,302-25.9% | $8,071-33.0% | $4,348+24.4% |
| Admin fee / account holder | $28 | $1,750-98.4% | $13,005-99.8% | $1,944-98.6% |