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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 | $109,707 | $106,164+3.3% | $147,041-25.4% | $77,692+41.2% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 13.56% | 56.81%-43.3pp | 419.21%-405.7pp | 31.25%-17.7pp |
| Employer contribution / active EE | $4,716 | $4,066+16.0% | $4,935-4.4% | $2,726+73.0% |
| Participant deferral / active EE | $3,795 | $7,993-52.5% | $8,071-53.0% | $4,648-18.4% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |