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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 | $128,124 | $99,957+28.2% | $149,745-14.4% | $73,497+74.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 8.14% | 53.87%-45.7pp | 276.72%-268.6pp | 28.51%-20.4pp |
| Employer contribution / active EE | $9,579 | $3,191+200.2% | $4,646+106.2% | $2,270+322.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |