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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 | $83,369+76.2% | $105,223+39.6% | $67,986+116.0% |
| Participation rate | 98.3% | 56.3%+42.0pp | 75.0%+23.2pp | 57.2%+41.1pp |
| Annual return | 8.63% | 24.64%-16.0pp | 180.65%-172.0pp | 31.67%-23.0pp |
| Employer contribution / active EE | $14,073 | $2,541+453.9% | $3,689+281.5% | $2,019+597.1% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |