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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 | $146,863 | $80,674+82.0% | $119,126+23.3% | $64,340+128.3% |
| Participation rate | 98.3% | 55.2%+43.1pp | 75.8%+22.5pp | 55.2%+43.0pp |
| Annual return | 8.63% | 26.86%-18.2pp | 282.11%-273.5pp | 24.14%-15.5pp |
| Employer contribution / active EE | $14,073 | $2,564+448.8% | $4,034+248.9% | $1,862+656.0% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,559-100.0% | $10,693-100.0% | $3,703-100.0% |