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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 | $148,792 | $80,781+84.2% | $102,437+45.3% | $74,478+99.8% |
| Participation rate | 95.5% | 65.7%+29.8pp | 74.5%+21.0pp | 67.2%+28.3pp |
| Annual return | 7.82% | 27.58%-19.8pp | 24.95%-17.1pp | 1370.56%-1362.7pp |
| Employer contribution / active EE | $14,810 | $3,160+368.7% | $3,871+282.6% | $2,626+463.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |