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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 | $83,843+75.2% | $123,973+18.5% | $65,306+124.9% |
| Participation rate | 98.3% | 56.0%+42.3pp | 76.7%+21.6pp | 57.7%+40.6pp |
| Annual return | 8.63% | 19.87%-11.2pp | 388.13%-379.5pp | 21.94%-13.3pp |
| Employer contribution / active EE | $14,073 | $2,873+389.8% | $4,126+241.1% | $1,967+615.4% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $4,735-100.0% | $11,799-100.0% | $3,480-100.0% |